Investment Support Administrator Job at 360 Resourcing Solutions (Bromsgrove)

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator - Client Reporting

This is a desk-based, process driven role to generate and issue annual valuation...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate targeted number of Annual valuation reports, updating the CRM with valuations and transactions
Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs
Support in the delivery of Quarterly Transactional reports including audit through quality checking
Support in the delivery of Ex-post costs and charges statements including audit through quality checking
Provide support for the other services where required
To respond to telephone and low risk inbox queries, escalating where necessary
Work with Supervisor to develop new methods of carrying out existing tasks to increase efficiency
Maintain agreed diary management and record keeping processes relating to reporting, to ensure appropriate audit trails are kept in line with the company and compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Sipp Support Administrator

At Punter Southall SIPP our aim is to maintain a high-quality administration ser...

Location

United Kingdom , Edinburgh

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Strong administration experience from within the financial services sector would be preferable
Ability to communicate effectively and professionally with internal & external clients in a variety of mediums including in writing, face to face and verbally over the phone
Ability to recognise when to escalate/refer client issues/queries to line management or consultant or principal

Job Responsibility

Opening the post and distribution to team members based in the Edinburgh office
Print, copy and post documents for team members based in the Edinburgh office
Answer team calls and redirect to team members/take messages for call backs accordingly
Set up new business applications, to include opening bank accounts via the iSite platform, Platinum data inputting, sending transfer forms to other providers
Complete and issue Wake Up and Investment Pathway letters
Complete and issue SIPP review packs, including drawdown quotes
Complete SIPP and SSAS GAD reviews
Create mail merges from data within Platinum for pre-prepared mailers
issue letters generated
Utilising relationships with inter-company and external professional connections, including accountants and financial advisers

What we offer

Private Medical Insurance with rewards for yourself with discounted rates for your family members
Competitive Company Pension Scheme
Access to several employee discounted schemes to suit your lifestyle including but not limited to: Private dental insurance
Electric Vehicle Salary Sacrifice Scheme
Cycle to Work scheme
Comprehensive Europe and Worldwide Travel Insurance
Medical Cash Plan
Gym memberships
Access to 24/7 GP service for you and your family
25 days holiday with the option to purchase more

Fulltime

Client Support Administrator

Capital International Group is looking for a hardworking individual to join the ...

Location

South Africa , Capre Town

Salary:

Not provided

Capital International

Expiration Date

Until further notice

Requirements

1-2 year’s experience in a similar role, within financial services
Experience in working with Ms office suite
Knowledge of Offshore & Onshore investments
Experience in validating and verifying instructions
Sound knowledge in identifying risk
Education at a minimum of matric level
RE5
Sound knowledge of FIC, AML, KYC regulation standards

Job Responsibility

Provide Customer Service Excellence to all clients, companies and third parties
Assessment and validation of documentation provided as part of the data change event process
Update and maintain client data records from simple accounts to more complex trust structures
Conform to the Company’s AML procedures and guidelines at all times
Work on a variety of projects that deliver service, create capacity, and ensure control effectiveness within the team
Undertake other activities of a similar nature within your capabilities in other teams, as requested
Be actively involved in any team and company projects

What we offer

Medical aid and GAP cover
RA scheme
Flexible hours
Volunteering opportunities
Training and development opportunities
Opportunities to take advantage of our own products

Fulltime

Pension & Investment Administrator

Morgan McKinley is looking for an experience Pensions & Investment Administrator...

Location

United Kingdom , Horsham

Salary:

28000.00 - 32000.00 GBP / Year

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services
Excellent communication and IT skills
Knowledge of financial services providers and products

Job Responsibility

Support the financial services team with all admin and compliance processing
Updating the in-house systems and compliance files
Submit the online pension and investment info on the portals
Issue documents to clients including post sales letters and plan schedules
Any other admin duties requested and also produce ongoing service reports
Liaise regularly with the pension / investment providers

Fulltime

IT Technical Support Administrator

Location

United States

Salary:

26.55 - 39.85 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Computer Science, Information System, Engineering, or related field
1 year of experience in a complex IT operating environment
Must have excellent interpersonal and technical skills
Must troubleshoot problems accurately and possess a positive attitude to deal with a variety of situations
Excellent written and oral communication skills
Strong customer service skills
Excellent problem-solving skills
Ability to lift up to 35 pounds without assistance
Must be able to travel to various Advocate Health locations
24 hour/7 day on call support required

Job Responsibility

Ensures HIT environment is functioning at an optimal level and end-users’ needs are met
Provides end-user support including training on new device capability, basic device operations, accessing network resources, and device security best practices
Follows procedures for managing tickets including timely acknowledgment, appropriate communication with complete resolution documentation
Ensures that technology problems and service requests are resolved in accordance with service level objectives and information systems policies
Contribute to Endpoint Fleet Technology Management for any Advocate Health Device
Analysis, configuration, installation, maintenance, upgrades and retirement of hardware and software which requires 24/7 support in addition to business travel
Ensures compliance with Advocate Health HIT standards
Preemptively identifies variations from standards and potential technology issues
Participate in root cause analysis, engage other Advocate Health Teams and vendors, as needed, to resolve identified issues
Perform software installation using defined Advocate Health processes and tools

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Fulltime

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Investment Support Administrator

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