Senior Administrator

9 months ago

Edinburgh, United Kingdom JTC Group Full time

**TEAM OVERVIEW**

The Senior Administrator will report into the Senior Manager within the Employee Solutions Share Plan Admin team. They will be responsible for the administration of employee share plans for a range of clients.

**PURPOSE OF JOB**

The Senior Administrator will be the main day to day point of contact for these clients and the share plan admin platform provider and will be responsible for helping to maintain positive client and intermediary relationships. In addition, the Senior Administrator will be a secondary point of contact for clients’ advisers and will support the share plan admin team in maintaining and developing these relationships.

The post holder will be responsible for the following, in an efficient and timely manner:

- Day to day communication with clients, participants, the share plan admin platform provider, trustees and brokers/custodian’s as necessary.
- The day-to-day administration of employee share plans, such as trading & leavers via an online portal.
- The administration of scheduled share plan administration events, such as annual grants & vesting via an online portal.
- Receipting share plan proceeds & preparing payments to payrolls & participants via core JTC systems.
- New client implementations, system set up, the setting up of bank and share accounts & the setup of processes etc.

**MAIN RESPONSIBILITIES AND DUTIES**
- Communication with clients, participants, the share plan admin platform provider, trustees and brokers/custodians.
- Administration of share plan transactions and events, such as leaver processing, participant dealing, share transfer requests, grants and vesting.
- Preparing instructions for trustee approval.
- Acting upon trustee and client share plan instructions/decisions.
- Receipting proceeds of sales and processing payments to participants & clients, and the recording and bookkeeping of these transactions where required.
- Utilizing the share plan administration platform & maintaining/updating the platform as necessary.
- Utilize the platform in the preparation and processing of vesting and release of shares, and coordinate with Payroll on accurate tax/NI withholding via payroll, for update to platform.
- Dealing with client CDD at on-boarding & review points, and participant CDD as necessary.
- Facilitation of regular reporting to client via online portal & preparation of client regulatory/HMRC returns.
- Collaboration with internal teams to service clients & externally with clients, trustees, platform provider and advisors.
- Supporting and mentoring new team members when required.
- Reducing risk of error by following set procedures and helping develop new procedures.
- Ensuring all work is completed in a timely manner & is accurate, and completion of a timesheet to accurately record time which will be invoiced to clients.
- Taking part in ad-hoc project work and new client take on, planning & timeline production — any project deadline will need to be met along with daily workloads.
- Adhere to all JTC Policies & Procedures and to JTC core values / expected behaviors.
- Attending training events, both online and on occasion in person to stay updated on the changing regulatory and market environment and best practices for share plan administration.
- Any other duties as deemed necessary by Management.

**ESSENTIAL REQUIREMENTS**
- Excellent communication skills (both written and oral).
- Strong organization and analytical skills.
- High attention to detail.
- Completer / finisher.
- Ability to work to tight deadlines & prioritize workload.

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