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SalaryWhat the Hiring Manager Says
We are looking for a Data Administrator to work as part of a larger team that processes high volumes of static data including client onboarding and web portal access.
The work within Records is varied and deals with high volumes, therefore the quality of the work is of paramount importance to ensure good client outcomes. The Records department covers several functions including opening new accounts and maintaining static data for existing clients. The successful candidate will gradually acquire new skills with plenty of training and supervision on hand. We’re looking for a team player who can work with others to meet the day-to-day objectives, but also have a self-starting attitude with the capability and drive to complete tasks on their own.
About the Role
Level: Level 1
Department: Quilter Cheviot - Records
Location: London, England (Senator House)
Contract type: Permanent
The role will include the onboarding of new clients which will require closely working with the Middle Office team to input client details to Figaro via Microsoft WDX CRM application, mailbox monitoring and quality checking colleague’s work.
Client types include but are not limited to individual clients (Core and ISA accounts), Trust entities, corporate accounts, SIPP/Pension accounts, Offshore Bond/Personal Bond accounts.
The departmental mailbox fields queries and instructions from Front Office teams, this part of the role will involve maintaining static data including, but not limited to, bank detail/ address changes, regular payments, and client stock restrictions.
Each action performed within the team is subject to independent checks, therefore this role will also require monitoring of colleagues work for quality control and authorising changes where necessary.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
To be successful in this role you will be a self-motivated individual, that has exceptional communication skills used to build strong working relationships within a business, all the while being enthusiastic about learning new ways of working.
As a Records Clerk it will be beneficial for you to have knowledge of Figaro and CRM systems, whilst also coming from a financial operations background.
Most importantly, we are looking for a dependable individual that can use their initiative and demonstrate poise, maturity and professionalism while working.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
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Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
