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Form of work
SalaryReed Financial Services are pleased to be representing a firm seeking to add a Platform Administrator to their growing team on a Hybrid working arrangement and a salary up to £25k per annum. This role is pivotal in providing platform administration support to colleagues and customers, managing client transfers, and overseeing transactional processes.
Day to Day of the Role:
- Monitor internal and external mailboxes, managing queries through to completion.
- Provide support and answer queries via the platform helpline for external customers.
- Assist with transactional processing and technical queries.
- Regularly update customers on the progress of outstanding transactions.
- Liaise with platform providers to progress transactions and keep customers informed.
- Act as a liaison between platform providers and the company for issues and escalations.
- Process Third Party Letter of Authority requests, platform account exits, and death notifications within agreed SLAs.
- Review platform accounts and data reports, identifying discrepancies and taking necessary action.
- Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
- Maintain accurate client records and data for reporting purposes.
- Support online trading and cash account monitoring for other company platforms.
- Contribute to team efforts by developing processes, creating guidance documents, and providing feedback.
Required Skills & Qualifications:
- Experience in an administrative role within Financial Services.
- Proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint.
- Strong organisational skills with a flexible and proactive approach.
- Excellent communication skills, both written and verbal.
- High accuracy and attention to detail.
- Ability to work independently and show initiative.
- Desirable: Experience with Investment Wrap Platforms, monitoring and processing platform cash levels and trading, and using back-office and ticketing systems.
Benefits:
- Salary up to £25k per annum
- Opportunities for personal and professional development.
- Supportive team environment.
- Exposure to a dynamic financial services industry.
To apply for the Platform Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
