Administrator Financial Services
- Recruiter
- Confidential
- Location
- Edinburgh
- Salary
- GBP15 per hour PAYE Temp to Perm)
- Posted
- 19 Jun 2021
- Closes
- 17 Jul 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Administrator Financial Services
6 months Temp to Perm
GBP30,000 pa (GBP15 per hour PAYE + holiday & pension)
Home / Remote Based with occasional visits to Edinburgh offices
Techniche are supporting a large financial institution to appoint an experienced Administrator from the financial services or banking sector.
This role will be working as part of a small team within a large Global Bank Head Office. The role will initially be on a 6 month contract with a view to transfer to permanent staff.
Overview & Brief of the role:
* This role requires someone who has experience in banking, financial services, markets, trading or similar.
* Knowledge of Transfer Agency (Investments, Unit trsust etc) is essential (understanding what a Transfer Agency does, not in detail but a broad understanding of the concept of TA)
* This role will require excellent attention to detail as it will be the last point of checking for customer wide communications sent out by email or mail.
* Experience with Excel, spreadsheets and IT equipment used in corporate banking is essential
* The role will involve reviewing a lot of information and communications before they are sent to investment customers.
* This role will be home / remote based but needs to be commutable to Edinburgh for any ad-hoc office presence requirements.
Role Responsibilities:
* Assist with the day to day relationship with key third parties (principally Paragon).
* Respond to internal and external queries as and when required
* Actively involved with the review of Statements and Mailings in line with Client SLA, ensuring accurate and timely delivery and liaison with key internal stake holders and 3rd party provider.
* Identify potential risk and raise accordingly via Line Management and escalate where required.
* Attend client meetings as and when required, with relevant business processing teams ensuring minutes are documented accurately
* Review of 3rd party provider KPI packs prior to Service Review Meetings (SRMs). Attend SRMs ensuring minutes are documented accurately.
* Production and review of MI used for internal and external reports
* Review of invoices received from 3rd party providers to ensure accuracy before sign-off
* Periodic sample checking of document output against a scenario matrix to ensure accuracy
* Drafting of Change Request documents as and when required for Manager's review
* Ensure all documents, reports, minutes etc are saved down and archived appropriately
Experience Required:
* Relevant experience in the financial services industry preferred
* Understanding of oversight responsibilities within the Financial Services
* Ability to analyse and appraise work, to identify potential areas of concern that could lead to risk
* Ability to identify any areas of risk and escalate accordingly
* Demonstration of knowledge of TA Operational Transaction Activity for the UK industry is preferred
* Strong inter-personal and decision making skills
* Excellent communication skills.
* Excellent organisational skills required
* Daily use of Word, Excel, PowerPoint and Outlook
* Attention to detail is vital
6 months Temp to Perm
GBP30,000 pa (GBP15 per hour PAYE + holiday & pension)
Home / Remote Based with occasional visits to Edinburgh offices
Techniche are supporting a large financial institution to appoint an experienced Administrator from the financial services or banking sector.
This role will be working as part of a small team within a large Global Bank Head Office. The role will initially be on a 6 month contract with a view to transfer to permanent staff.
Overview & Brief of the role:
* This role requires someone who has experience in banking, financial services, markets, trading or similar.
* Knowledge of Transfer Agency (Investments, Unit trsust etc) is essential (understanding what a Transfer Agency does, not in detail but a broad understanding of the concept of TA)
* This role will require excellent attention to detail as it will be the last point of checking for customer wide communications sent out by email or mail.
* Experience with Excel, spreadsheets and IT equipment used in corporate banking is essential
* The role will involve reviewing a lot of information and communications before they are sent to investment customers.
* This role will be home / remote based but needs to be commutable to Edinburgh for any ad-hoc office presence requirements.
Role Responsibilities:
* Assist with the day to day relationship with key third parties (principally Paragon).
* Respond to internal and external queries as and when required
* Actively involved with the review of Statements and Mailings in line with Client SLA, ensuring accurate and timely delivery and liaison with key internal stake holders and 3rd party provider.
* Identify potential risk and raise accordingly via Line Management and escalate where required.
* Attend client meetings as and when required, with relevant business processing teams ensuring minutes are documented accurately
* Review of 3rd party provider KPI packs prior to Service Review Meetings (SRMs). Attend SRMs ensuring minutes are documented accurately.
* Production and review of MI used for internal and external reports
* Review of invoices received from 3rd party providers to ensure accuracy before sign-off
* Periodic sample checking of document output against a scenario matrix to ensure accuracy
* Drafting of Change Request documents as and when required for Manager's review
* Ensure all documents, reports, minutes etc are saved down and archived appropriately
Experience Required:
* Relevant experience in the financial services industry preferred
* Understanding of oversight responsibilities within the Financial Services
* Ability to analyse and appraise work, to identify potential areas of concern that could lead to risk
* Ability to identify any areas of risk and escalate accordingly
* Demonstration of knowledge of TA Operational Transaction Activity for the UK industry is preferred
* Strong inter-personal and decision making skills
* Excellent communication skills.
* Excellent organisational skills required
* Daily use of Word, Excel, PowerPoint and Outlook
* Attention to detail is vital