Self-Invested Administration Officer
7 days ago
Role Description:To administer requests from customers and advisers on Self-Invested products ensuring strong service levels and quality standards are maintained.Reports to:Self-Invested Administration Team ManagerTeam Responsibilities:Provide Pension Administration services to FNZ Clients which can include General Servicing & Money Out addition supporting advisers and bereaved family members throughout the bereavement process together with other Support activities.Specific Role Responsibilities:Completion of daily allocated work and tasks ensuring annual average productivity levels agreed are delivered.Consistent achievement of agreed quality auditing standards and maintain process accreditation.Ownership of personal development to enhance skills and experience.All mandatory training courses taken and required pass mark achieved.Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.All processes and financial transactions dealt with in adherence to IFC CASS and SYSC rules for both processing and authorising where permitted.Provide SIPP Administration Team cover as required to ensure FNZ client service agreements are delivered.Performance Assessment:MI to demonstrate achievement of daily work item clearance and achievement of agreed productivity levels reviewed in monthly one to one meeting with team manager.MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation.Mandatory training completed and passed by required date.Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.Experience required:Excellent customer service skills.Strong attention to detail.Ability to manage your own time and deliver to deadline.Ability to innovate and suggest improvements.#LI-CM1About FNZFNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.We partner with over 650 financial institutions and 12000 wealth managers with US$1.7 trillion in assets under administration (AUA).Together with our customers we help over 26 million people from all wealth segments to invest in their future.Required Experience:Unclear Seniority Key Skills Administrative Functions,office supplies,Personnel Matters,Records Management,Office Procedures,Space Management,Daily Operations,Administrative Policies,Personnel Management,Administrative Services,Interpersonal skills,Telephone Calls,Travel Arrangements,Administrative Procedures,Word Processing Employment Type : Full-Time Experience: years Vacancy: 1
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Senior Investment Operations Manager
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Senior Investment Operations Manager
2 weeks ago
Whiteley, Hampshire, United Kingdom HSBC Full timeSenior Investment Operations Manager Whiteley/Hybrid 3-month contract Competitive rate If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will...
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Hampshire, United Kingdom Versasec AB Full timeVersasec is a global IT company and a leader in passwordless identity and access an increasingly connected world with growing numbers of remote workers cyber threats and legacy authenticators Versasec is a cornerstone in every enterprise security implementation to build a zero-trust architecture.We are a global company with offices in Sweden the UK Dubai...
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Finance Administrator
1 week ago
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Finance Administrator
3 days ago
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