Client Administration Executive - Bury, United Kingdom - Square Peg Associates Ltd

Square Peg Associates Ltd
Square Peg Associates Ltd
Verified Company
Bury, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Role Profile:

Our client is a local, well established business located in the heart of Bury. As a
Client Administration Executive, you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients.


Benefits and Hours:

-
Working Hours: 9-5 Monday to Friday (Office Based)
-
Perks: Free parking, a supportive office environment.
-
Pension Scheme: Enjoy the benefits of our company pension scheme.
-
Working Environment: Luxury office and working environment


Key Responsibilities:

-
Process Letters of Authority: Efficiently handle letters of authority related to client accounts.
-
Data Gathering and Summaries: Gather relevant data and prepare concise written summaries for our advisers.
-
Client File Preparation: Organize and maintain client files, ensuring they are up-to-date and accurately recorded in our systems.
-
Member Cases and Calculations: Work on member cases, performing both manual and automated calculations as needed.
-
Client Interaction: Answer member queries promptly and liaise directly with clients to address their needs.
-
Pensions Administration: Perform pensions calculations, both manually and using computerized systems. Enter pensions data and handle inquiries efficiently.
-
Database Maintenance: Ensure accurate data input into our databases.
-
Reporting and Documentation: Generate reports and illustrations as required by our clients. Assist in due diligence checks and research.
-
Client Requirements Processing: Collaborate with clients and third parties to process client requirements. Send out necessary forms and follow up on their return.
-
Client File Support: Assist in preparing client files and presentations. Support the paraplanning and adviser teams in updating scheme documents and fee agreements.
-
Fee Management and Risk Renewals: Handle fee receipts and manage group risk renewals.
-
General Office Administration: Provide telephone answering services and other general office support.


Qualifications And Skills:

-
Industry Awareness: A basic understanding of the financial services sector would be advantageous.
-
Pensions and Group Risk Exposure: While direct experience is not mandatory, an interest in occupational pensions administration and group risk management is desirable.
-
Strong Communication Skills: Effective communication is key. We value individuals who can build positive relationships with clients and colleagues.
-
Analytical Aptitude: You don't need to be a financial expert, a foundation of technical knowledge related to pensions would be beneficial.
-
Tech-Savvy: Proficiency in Microsoft Office, especially Excel, is important for this role.
-
Organisational Skills: Being methodical and organised helps ensure smooth operations.
-
Team Player: Collaboration is at the heart of this role. Our client is looking for someone who thrives in a team environment.
-
Time Management and Adaptability: The ability to work under pressure and meet deadlines is essential.
-
Independent Work Ethic: While you'll receive support, you should be comfortable working with mínimal supervision.


Join this dynamic team and contribute to the continued growth If you're an ambitious individual with a passion for your work, we'd love to hear from you.

Job Types:
Full-time, Permanent


Salary:
£20,000.00-£35,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Onsite parking

Work Location:
In person
More jobs from Square Peg Associates Ltd
See all jobs of Square Peg Associates Ltd