Administrator

1 week ago


Bolton le Sands, Lancashire, United Kingdom SS&C Full time
Settlements AdministratorCompany: SS&C TechnologiesLocation: Bolton
Role Purpose:
  • Deliver exceptional service in handling client instructions
  • Ensure compliance with FCA regulations
  • Manage and reduce risks to firm's reputation
  • Adhere to service level agreements

Key Responsibilities:
  • Resolve issues promptly
  • Provide clear information to consumers following TCF guidelines
  • Support other Operational Teams
  • Notify relevant stakeholders of outstanding issues
  • Reconcile cash in business and client accounts
  • Process payments accurately as per SLAs
  • Investigate and resolve errors quickly
  • Prepare daily Client Money reconciliation
  • Prepare monthly commission runs
  • Manage debtors and creditors

Secondary Responsibilities:
  • Conduct research for projects as needed
  • Participate in relevant training
  • Maintain personal development
  • Assist in team's ongoing development
  • Perform general office duties
  • Continually improve processes

Individual Conduct Rules:
  • Act with integrity and due skill
  • Cooperate with regulators
  • Observe proper market conduct
  • Deliver good outcomes for customers

Standards Expected:
  • Meet internal and external SLAs
  • Participate in professional development
  • Adhere to industry regulations and company policies

Behaviors Expected:
  • Focus on investors and good outcomes
  • Promote positive relationships
  • Encourage individual achievement
  • Collaborate between teams
  • Value excellence and outstanding service quality
  • Embrace openness, innovation, and respect

Monitoring Arrangements:

Adherence to rules will be monitored via the appraisal process


Essential skills:
  • Ability to prioritize and meet deadlines
  • Excellent written and verbal communication skills
  • Logical problem-solving approach
  • Strong numerical skills
  • Attention to detail
  • Work well in a fast-paced environment

SS&C Technologies encourages diversity in applications to bring various perspectives to discussions. They strive for a workforce that represents a wide range of backgrounds and experiences.


Background Checks:
  • All employment offers are subject to background verification checks
  • Checks include employment history, work eligibility, address verification, credit, and criminal records (where allowed by law)
  • Accuracy of information submitted is crucial for the background-checking process

About SS&C Technologies:

SS&C is a global provider of investment and financial services for financial and healthcare industries. With headquarters in Windsor, Connecticut and over 20,000 employees across 35 countries, SS&C serves 18,000+ financial services and healthcare organizations worldwide.



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