Platform Operations Specialist
4 days ago
About CleverHR
CleverHR is a dynamic and innovative company that provides cutting-edge solutions for the financial services industry.
Job Overview
We are seeking a highly skilled and experienced Platform Administrator to join our team. As a Platform Administrator, you will be responsible for providing exceptional support to our clients and colleagues, ensuring seamless platform administration and technical queries are resolved efficiently.
Key Responsibilities
- Client Support
- Provide timely and effective support to clients via our platform helpline, addressing their queries and concerns.
- Monitor and manage client transfers, ensuring smooth execution and timely completion.
- Manage internal and external mailboxes, ensuring prompt response to queries and resolving issues efficiently.
- Process Third Party Letter of Authority requests, adhering to agreed service level agreements.
- Process platform accounts Exits and Death notifications, tracking and supporting closures to completion within agreed SLAs.
- Review platform accounts and data reports, identifying discrepancies and taking necessary actions.
- Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
- Provide technical support and guidance to colleagues and clients, resolving platform-related queries and issues.
- Monitor and escalate platform client transfers, following agreed procedures.
- Maintain accurate data on the Back Office system, adhering to company processes.
- Support online trading for other company platforms, facilitating money movements and regular contributions.
- Cash Account monitoring and reporting.
About You
- Proven experience in an administrative role within Financial Services.
- Experience working in a small to medium-sized financial services environment.
- Proficiency in Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
- Strong desire to deliver exceptional service and a focused approach to achieving the best outcome for clients and the business.
- Ability to consistently deliver within service standards.
- Strong organisational skills, flexible, and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Excellent accuracy and attention to detail.
- Proven ability to work on own initiative.
- Experience working with Investment Wrap Platforms.
- Experience monitoring and processing Platform cash levels and trading.
- Experience using back-office and ticketing systems.
- Experience working in an environment of significant change.
What We Offer
- 25 working days in addition to the normal Bank Holidays, plus 1 extra day's holiday for each year of service up to 28 days.
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
- Group Life Assurance and Pension Scheme.
- Private medical Insurance.
- Group Income Protection.
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