Finance operations occupations Work, Jobs in Upwell, Nfk (with Salaries)

Pensions & Investment Administrative Associate
Quai Digital —Peterborough
- £24,000 - £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Contract & Finance Administrator
ESS Compass —Feltwell
- £15.32 an hour
- Analysis skills
- Travel
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Pensions & Investment Administrative Associate

Quai Digital
Peterborough

Quick apply

Job details

Permanent | Full-time
£24,000 - £26,000 a year

Benefits

Free parking
Company pension
On-site parking

Qualifications

Microsoft Excel
GCSE
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Overall purpose of the job:

Reporting into the Administration Team Leader, it is the responsibility of the

Pensions & Investment Associates to complete a multitude of varied processes for our clients whilst ensuring adherence to all Service Level Agreements and maintaining excellent attention to detail and customer service.

Main Activities:

- Processing and checking all aspects of product and investment administration,

for SIPP, PP, ISA, GIA, LISA

- Liaising with our clients via email regarding their investor’s accounts

- Ensuring that all tasks are completed within SLA

- Completion of all regular daily, weekly, and monthly tasks following a team

checklist

- Help to manage a very busy mailbox with queries from clients, Independent

Financial Advisers, and Product Providers

- Organisation of the daily post received and distributing of workload within the

team

- Ensuring that all team members receive regular and relevant feedback following

the checking of their work

- Assisting in the cross training of all team members

- Documenting new and reviewing existing procedures to ensure that they are

always kept up to date and can be used as a training aid

- Evaluating current processes and proposing efficiencies to the Team Leader

- Providing assistance with internal projects and new client on boarding

- Completing ad hoc administration support for the Team Leader & Operations

Manager

Knowledge, Skills, and Personality:

- Previous experience and knowledge of retail financial products (SIPP, ISA, GIA,

LISA) is highly desirable

- Excellent communication skills (verbal and written) and the ability to liaise with

employees across all levels

- Ability to work within an extremely challenging and busy environment

- Have a passion for providing excellent customer service to our clients and their

investors

- Highly organised, with the ability to prioritise workloads and have excellent

attention to detail

- Be flexible and a strong team player to collectively achieve deadlines

- Have a positive and can do attitude

- Diplomatic and professional at all times

Education, qualifications, and special training:

- A qualification in pension administration is desirable

- A good working knowledge of Microsoft Office, especially Excel

- Maths and English GCSE Grade C or above (or equivalent)

Quai welcomes everyone and embraces diversity and equal opportunities for all. We are committed to creating an inclusive team with a variety of backgrounds, perspectives, and skills. We celebrate difference and encourage everyone to be themselves at work

Pay: £24,000.00-£26,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Experience:

Administrative: 1 year (required)

Work Location: In person

Quick apply

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