Cash Management Senior Administrator - Birmingham, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Birmingham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

A national Independent Financial Adviser (IFA) firm, is seeking a Senior Administrator to join their Cash Management team in Birmingham.

You will actively manage and monitor high and low cash balances.

Provide a high level of support to key stakeholders by ensuring cash management reports are produced and dealing tasks are actioned in an efficient and professional manner.


Key Responsibilities

  • Produce and download cash balance reports from provider platforms where we hold client assets
  • Combine cash balance reports to create one master list
  • Ensure reports are refreshed frequently to ensure data is up to date
  • Reports are thoroughly checked for inaccuracies prior to commencing any client account activities
  • Consolidate reports with Intelliflo Office records to pick up servicing adviser name
  • Analyse combined data and draw out inconsistencies and trends
  • Coordinate biweekly meetings with key stakeholders, share findings and keep records
  • To accurately input and maintain client details, policy information in Intelliflo Office and platforms
  • Deal with and respond to written, telephone and electronic general enquiries
  • Maintaining relationships and contacts with providers to ensure a professional service
  • To manage an effective diary within Intelliflo Office to ensure that all activities/tasks are planned for and carried out in a timely manner
  • To ensure managers are informed of any client related events and issues in a timely manner
  • Ensure effective storage of all client documentation in line with GDPR
  • Liaising with key stakeholders and keeping them informed of progress made on set projects
  • To carry out any other reasonable duties as requested by line management or directors
  • Projects carry out projects as required by the business which may include the following key areas
  • Intelliflo Office
  • Platforms / Providers
  • General operations


The Management team at this leading IFA are committed to investing in people, providing ongoing training and development opportunities, and offering a competitive salary and benefits package.

If you are an experienced Paraplanner who is passionate about delivering high-quality client service and supporting financial advisers in providing the best possible advice, we would love to hear from you.

More jobs from Ortus PSR
See all jobs of Ortus PSR