Corporate Actions Administrator

6 months ago


Bath, United Kingdom Wealthtime Full time

**Department**:
Corporate Actions

**Reports to**:
Dealing Team Leader

**Main Location**:
Cambridge House, Henry Street, Bath. 3 days per week in office

**About us**

At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us on our journey.

With new ownership since 2021 and substantial investments of over £17m into the business, Wealthtime is on an exciting growth trajectory. Join our team of around 300 dedicated employees and become part of a company that is making waves in the industry.

**About the role**

The Corporate Actions Team works closely alongside existing operational teams within Wealthtime. The primary focus of the team is to log and implement corporate action notifications and distribution processing in accordance with CASS regulations. The team also work to improve processes and encourage interdepartmental co-operation.

**Key Responsibilities**:

- Responsibility for the completion of the core team processes:

- Distribution processing
- Liaising with third party providers such as fund managers, Transfer Agents and Auditors.
- Achieve departmental service level agreements (SLAs) and key performance indicators (KPIs).
- Demonstrate flexibility during periods of high workload, assisting other services when required.
- Support the business software infrastructure with user acceptance testing and disaster recovery cycles.
- Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards.
- Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients.
- Liaise with Investment Managers, designated Stockbrokers and other associated third-party providers.
- Ensure that the Treating Customers Fairly (‘TCF’) principles are adhered to, supporting Customer Service improvement initiatives, raising any areas for concern with either line manager or Compliance.

You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management.

**About you (what we’re looking for)**

Essential:

- Good attention to detail.
- Excellent interpersonal, organisation and communication skills.
- Ownership and accountability.
- Proactive and driven.
- Working knowledge of Excel.
- Ability to work well under pressure.
- Financial services experience.
- Understanding of investments and investment products.

**Core Competencies**
- Operational Excellence: Continually delivering and improving excellence for all clients and customers.
- Client and Customer Focus: Add value to client/customer, adhere to Treating Customers Fairly principles, and operate as a true business partner.
- Communication: Communicate clearly and concisely, tailoring content and style, with ability to make a positive impression on others.
- Working with others: Working successfully with others and building a network of good relationships in order to achieve shared goals.
- Performance Focus: Demonstrate energy and enthusiasm, takes ownership, delivers results and improves personal performance.

**Rewards and Benefits**
- Competitive salary.
- Hybrid Working (split between home and office).
- Discretionary bonus each year.
- 34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5 additional days per year.
- Wellbeing day to use at your discretion such as a birthday, moving house, pamper day.
- Supported and encouraged professional development.
- Private Medical scheme (single cover that can be increased to FULL Family).
- Income protection scheme.
- Life assurance scheme.
- Group contributory pension scheme.
- Interest free season ticket loans for travel costs.
- Wealthtime Foundation Day in support of charitable activities.
- We encourage internal progression at Wealthtime, with many of our employees going on to become Team Leaders, Managers, Subject Matter Experts and many more.
- We're proud of our company culture at Wealthtime. From rewards and incentives, remote team socials to fun quizzes, our friendly and welcoming teams at Wealthtime strive to make our office a great place to work.

**Job Types**: Full-time, Permanent

**Salary**: £23,000.00-£26,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Gym membership
- On-site parking
- Referral programme

Schedule:

- Day shift
- Monday to Friday
- No weekends

**Experience**:

- financial services: 1 year (required)

Work authorisation:

- United Kingdom (required)

Ability to Commute:

- Bath (required)

Work Location: In person



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