Overview
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.
Responsibilities
* 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
Qualifications
* 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
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