Senior Financial Administrator

1 week ago


Swindon, Swindon, United Kingdom The Openwork Partnership Full time

Job Summary

The Openwork Partnership is seeking a highly skilled Financial Monitoring Senior Administrator to join our team. As a key member of our Financial Monitoring team, you will play a vital role in maintaining and reporting on Appointed Representatives (AR) related activities and providing support to the Financial Monitoring Assessors where required.

Key Responsibilities

  • Collate and maintain accurate Appointed Representative (AR) financial monitoring data.
  • Effective management of the appropriate mailboxes on a daily basis.
  • Collate and maintain complete audit trails of AR financial monitoring data collection.
  • Comply with GDPR rules specifically data retention.
  • Administration support to Assessors.
  • Production and monitoring of reports.
  • Ensure audit actions are completed by given deadlines and to the required standards.

Requirements

  • Experience in a financial services organisation.
  • Experience of working with MI.
  • Competent in all aspects of Microsoft Office including Excel.
  • Using initiative to support the Assessors.
  • Ability to build and maintain strong working relationships.
  • Ability to organise own workloads.
  • Strong written and verbal communication skills.
  • Strong relationship and interpersonal skills.
  • Ability to remain calm under pressure.
  • Ability to prioritise and organise.
  • Strong attention to detail.

About The Openwork Partnership

We're a dynamic, fast-paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities – just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.



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