Job description
Financial Planning Administrator - Up to £28k
Newcastle
Office Based with the view to eventual hybrid working
Our Client have two fantastic permanent opportunities for an Administrator to join our Corporate Actions team on a permanent basis. As an administrator within the Corporate Actions team, you will have knowledge of mandatory and optional corporate action events in the Global markets and the risks associated with processing of a corporate action event throughout the lifecycle. You will also process all types of income distributions including cash, accumulation and excess reportable income.
The work in the team requires the members to be able to manage the end-to-end processing of events which includes capturing event notifications, reconciling the payment, allocating to client accounts, and ensuring the event is classified correctly for client tax reporting. You will have strong numeracy skills, be a good critical thinker and problem solver with excellent attention to accuracy and detail.
Responsibilities:
*Escalate any issues as appropriate to management in a timely manner
*Carry out all administrative duties
*Identify continuous improvements in working practices
*Provide an excellent client service, delivering in line with expectations and keeping all stakeholders updated
*Support delivery of projects where appropriate
*Provide support to other team members as required and carry out other relevant duties as required from time to time
Skills:
*Qualifications -Strong GCSE / A Levels.
*Strong Microsoft Office skills.
*The ability to cope in high-pressure environments.
*Ability to work independently and as part of a team.
*Excellent attention to detail, maintaining accuracy.
*Client-focused and positive can-do attitude.
*Organised and able to prioritise workloads with effective time management skills.
*Understanding of the Financial Services sector is beneficial
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age