Administrator Financial Services

Recruiter
Confidential
Location
Edinburgh
Salary
GBP15 per hour PAYE Temp to Perm)
Posted
19 Jun 2021
Closes
17 Jul 2021
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