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Administrator
AdministratorTalent Shore • Cleveland, OH, US
Administrator

Administrator

Talent Shore • Cleveland, OH, US
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Administrator

Invest in Your Future, Join Our Team.

About our client :

Our client is an award-winning FT Top 100 Advice Firm who deliver outstanding customer care in pension advice, retirement planning and investment services. Our growth is based on our straightforward approach to financial advice and our focus on the service we provide to everyone we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organization will provide you with an environment to thrive in. We offer competitive salaries, personalized training programs, study support and endless development opportunities to our people.

This role is ideal for an organized and motivated individual looking to build a career in financial services administration.

The key responsibilities will look like :

  • Processing Letters of Authority and inputting accurate data into our CRM system.
  • Communicating with pension providers daily and requesting scheme information.
  • Interpreting, gathering and analysis of key data.
  • Analysis of data to ensure all information is correct.
  • Submitting business to platforms and providers for our existing clients.
  • Ensuring submitted business is progressed through to completion.
  • Carefully and accurately completing and recording forms for our existing clients.
  • Communicating effectively with clients and 3rd parties.

What we're looking for :

  • An organized, detail focused and proactive individual.
  • A good working knowledge of Microsoft Office applications.
  • Previous experience using a CRM system.
  • Experience of working in a client relationship focused, targeted fast paced environment.
  • Excellent attention to detail and able to work quickly and accurately.
  • Excellent organizational and communication skills.

    • Job purpose :

  • Complete submissions for complex business
  • Complete packs for complex business
  • Complete pipeline for complex business
  • General administration as required

    • Reporting to : RFS & Retirement Servicing Manager

    Key responsibilities :

  • Submissions
  • Ensuring careful and accurate completion and recording of forms
  • Understanding the importance of detailed and accurate commission profiles
  • Communicating with the client to update them on the status of their submission
  • Ensure accurate completion and updating of KPI records
  • Ensuring submitted files are compliant
  • Pipeline
  • Chasing submitted business to completion
  • Problem solving any issues that occur
  • Keeping the client updated on the status of their business
  • General Administration
  • Answering inbound calls in a polite and friendly manner
  • Complete scanning, filing and printing as and when needed

    • General responsibilities :

  • Communicating effectively and respectfully with all co-workers, clients and 3rd parties
  • Ensuring general tidiness of the office at all times
  • Compliance with all company policies and procedures
  • Compliance with the regulator, the FCA
  • Undertake any reasonable duties to contribute towards customer care
  • Undertake any reasonable duties to help the company reach the goals
  • To behave in a fit and proper manner in accordance with a professional organization
  • Maintain an open minded, positive outlook whilst maintaining high levels of diligence

    • Critical tasks :

  • Work is accurate and compliance guideline understood and followed.
  • All required documents are received, completed and signed where required.
  • Raise risk alerts appropriately and consistently in line with policy.
  • GDPR and data protection is followed at all times.
  • All information is accurately recorded / logged.
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    Administrator • Cleveland, OH, US

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