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Senior Leadership Administrator - United Kingdom - STM Group PLC
Description
Our employment philosophy is to attract and retain high calibre professionals who can provide a powerful combination of innovation and experienceSenior Administrator
Department:
STM Gibraltar Operations
Reporting to:
Team Leader
Direct Reports:
None
Summary of Role
The role is a core function within the Operations Team, providing relevant support to ensure an excellent customer experience for all clients and intermediaries.
You will be a key facilitator in ensuring all tasks are executed accurately and in a timely manner in line with agreed SLAs, assisting the Senior Administrator – Level 2 and Team Leader in meeting regulatory deadlines.
Key ResponsibilitiesBe a point of contact and build and maintain good working relationships with individual and corporate clients.
Support the team to ensure all aspects of investment administration are processed accurately, in accordance with company service levels and procedures.
Monitor the central mailbox to ensure delivery of appropriate responses to internal and external clients within expected service levels.
Act in good faith towards customers, avoid causing foreseeable harm, and support customers in pursuing their financial objectives in line with the Consumer Duty requirements.
Ensure clients receive regular and effective communication, maintaining professionalism, clarity, and transparency via various channels.Identify and resolve customer issues or complaints promptly and effectively, in accordance with Consumer Duty principles.
Maintain up-to-date and accurate information on our Data systems.
Support the team and oversee the pricing and reconciliation of external cash and assets in preparation for month-end, quarter-end year-end reporting.
Assist with financial transactions, complete payment requisitions, and obtain appropriate back-up documentation as required.Assist in the preparation and delivery of full training to new starters and provide general feedback as appropriate.
Four-eye checking of all investment processes, including dealing instructions, investment applications, and payments. Document evidence for training and provide general feedback as appropriate.
Support the team in handling complex queries and take ownership to prevent escalation to complaints.
Carry out asset reviews to assess suitability and ensure compliance with our investment principles.
Identify areas of potential improvement and submit change requests to the Team Leader for review.
ROLE SPECIFICATION
Excellent numerical, analytical, and Microsoft Excel skills.
Meticulous attention to detail, accuracy, and ability to work under pressure without compromising on quality.
Strong interpersonal and communication skills, with the ability to interact with peers and clients at all levels.
Ability to work independently, manage own priorities, be highly organised, and have strong time management skills.
Be adaptable, resilient, and have a proactive, positive attitude to work.
Qualifications
Educated to at least GCSE level, grade C and above, specifically with passes in English and Maths.
Minimum 3 years of experience working in financial services.
Knowledge and experience:
Preferably experience working in a financial services environment within an administration or investments team.
A sound understanding of Life Assurance and Pensions.
Understand the importance of the prevention of financial crime, KYC/CDD processes, and anti-money laundering and GDPR Data Protection requirements.
Familiar with office productivity software, and particularly Microsoft Excel.Delivering excellent customer service within expected service levels.
Proven ability to coach & develop a team across administration tasks.
The tasks listed are not meant to be exhaustive and you may be asked to undertake other reasonable tasks of a similar nature but which are not explicitly listed in the job description.
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