Administrator – Investment Platform

My client is a Financial Services business seeking to appoint an administrator to undertake all business processing and administrative activities of the Investment Platform Administration Team.

Duties include

• Accurate and timely data entry of all applicable ‘advised’ business onto the Platform to specified Service Level Agreements.
• Accurate and timely processing of withdrawal requests (including internal transfers) and Fund switches.
• Accurate and timely updating of Intelligent Office with applicable case details.
• Completion of all other administrative tasks that fall within the remit of the department.
• Involvement in quality checking of all work undertaken on a daily basis, on an individual and team basis.
• Close liaison with other departments, to ensure all business processes run smoothly and effectively.
• Adherence to and updating of, all departmental procedures.
• Assistance in recording and collating departmental statistics on a daily and monthly basis, where appropriate
• Participation in the Company Appraisal and Development Scheme.

Applicants will ideally have experience of administration and investment platforms. Permanent positions with salaries of £17,000-£18,500. Please apply to Kevin Wilson at WWB Recruitment.