Our Douglas-based Financial Services Client is enjoying tremendous growth and have ahead of them an exciting transformation programme. To support them through this, they require a Senior Administrator to join their EMC team to effectively manage the ongoing administration of externally managed accounts.
As Senior Administrator here you will:
- Ensure compliance and regulatory legislation requirements are met and adhered to
- Work as part of a team in a collaborative and constructive manner
- Support to the rest of the team, including answering queries, checking, training, and coaching
- Completion of work to meet set service standards and deadlines
- Demonstrate awareness of the potential risks of activities performed and be able to evidence the controls in place to mitigate them
- Highlight any efficiency opportunities within the area, suggesting changes
- Identification and reporting of issues, with solutions suggested where possible
- Liaise with External Account Managers & Custodians (EMCs) to set up new external managed accounts as required, arrange payment to, or request money from, external managers as required
- Assist with reconciliations and data cleansing activities and the EMC Valuations team as required
- Deal with ad hoc correspondence and telephone queries from EMCs, financial advisers and company sales branches as required
The ideal candidate for the role of Senior Administrator will have:
- Minimum of 2 years' experience within the Financial Services sector
- Minimum of 5 x GCSE (or equivalent) grade C or above, including English and Maths
- Keen awareness of GDPR requirements
- Detailed knowledge of Microsoft Office applications (Word, Excel, Outlook)
- Able to work within a team or own initiative
- Good administration, literacy, numeracy, planning and organisational skills
- Able to meet targets and goals with accurate results
- Understanding of various Investment instruments such as equities, bonds, collective investment Schemes, investment trusts, etc