Online Support Administrator - London, United Kingdom - Transact

Transact

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are now recruiting for an exciting opportunity to join our Adviser Support team on a permanent basis as an Online Support Administrator.

The Role

This role involves providing immediate Transact Online (TOL) assistance to all our clients including adviser, Discretionary Investment managers (DIMs) and investors.

Administrative duties relating to the Sales Support and Client operations areas are a core part of the role to support advisers.

As well as ensuring that all queries are answered in a polite, timely and accurate manner to foster and strengthen relationships with our existing advisers and their staff.

Responsibilities include:

Supporting advisory professionals and DIMs via our Livechat answering TOL queries.
Provide reactive and immediate needs TOL assistance via Cobrowse function, to all of our user base.
Recognising, qualifying and forwarding Co-Browse leads to both the fieldbased sales team and Online Support Consultants.
Assist with the testing and release of new functionality both on our internal system and TOL, as well as assisting in the creation of adhoc reporting.
Supporting new business queries from advisory professionals and to be the point of contact for our DIM users.
To promote and increase the usage of TOL with our users and encourage to users selfserve.
Support the business with the creation, maintenance and administration of new adviser firms, advisers, secondary users, DIMs, Networks, Appointed Representatives, Trading Styles and Remote Data Service companies.
Creating new passwords and sending out password letters to the Transact user base.

Person Specification

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.

About Us
Transact is the leading independent investment wrap platform in the UK.

Established in 2000, we have over £54.9 billion of funds under direction (as of September 2023) on behalf of over 7,600 advisers and 230,000 investor clients.

Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way.

We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios.

Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7.

Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

**Equal Opportunities