Platform Operations Administrator - Darlington, United Kingdom - Gale and Phillipson

Gale and Phillipson

Verified Company

Darlington, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

JOB DESCRIPTION

Job Title:
Platform Operations Administrator

Reports To:
Investment Operations Director

Summary of company and role:

Gale and Phillipson Investment Services is part of the Solomon Group, a progressive wealth management business including financial advisers, asset management and platform operations. The group has a presence throughout the UK. As a result of continued growth, we require a Platform
Operations Administrator to join our team. They will assist in supporting the operations activities required in running our investment platforms.

In addition, they will support new projects and tasks associated with other areas or the group as required by the board and senior management.

Location of work:
Based at Darlington. Opportunity to work remotely 2-3 days per week once deemed competent in the role.

Hours of work:
Full-time, 37.5 hours per week

Notice period:2 months

Salary:
£23,500 plus opportunity for annual bonus

Duration:
Permanent, six-month probationary period.

However, if the initial appointment is internal from someone who has passed probation previously, there is no new probation period, as relevant skills and commitment have been shown in previous role.

Main duties:

The role will involve working closely with colleagues within Platform Operations and in the wider business to ensure our platforms operate smoothly.

This will involve regular tasks to monitor activity, check client records and escalate any exceptions as they arise. Additionally, the role will involve first
- line support for colleagues using the platform to transact business for our clients. Alongside day-to
- day platform responsibilities, there will from time to time be requirements to provide support to other projects within the group as required by the management.

Monitor and maintain onboarding checks for clients onto our platforms
Ensure trading and cash transaction requests are implemented in a timely manner and followed up with as needed
Provide support to colleagues illustrating and transacting business on our platforms
Maintain procedures and other related documents for the platform
Completing administrative tasks as required for ad-hoc projects which may include contributing to continual progress, including general administration tasks, such as sending general letters, data entry, updating systems, scanning etc

Project Administrator Job Description - v1 Page 1

Receiving incoming calls from and making outgoing calls to internal staff, third-party providers and clients

To assist with covering your team members' workload during absence/holiday
To perform any other reasonable task at the discretion of the management

Knowledge and experience
Effective communication skills both verbally and written in a manner appropriate to the intended audience
Able to demonstrate exceptional organisational, planning and prioritisation skills
Confident using Microsoft Office products and the ability to learn new systems and processes
Experience of working within defined service standards and procedures

Personal skills
Must be organised and able to work under own initiative
Must have excellent attention to detail
Accessible, approachable and have a positive attitude
The flexibility for and commitment to continual service development and improvement
Effectively work within a team

Additional useful qualities and skills
Financial Services experience
A Level / equivalent
Previous experience in a financial services administration or general administration-based role

What we can offer:

An interesting and challenging role with varying tasks and responsibilities
An opportunity to work collaboratively with other departments within the business

How to apply:

Salary:
£23,500.00 per year

Benefits: