Platform Operations Specialist

1 month ago

Chelmsford, Essex, United Kingdom CleverHR Full time
Platform Administrator

CleverHR is seeking a skilled Platform Administrator to join our team. As a key member of our Platform team, you will be responsible for providing exceptional support to our colleagues and clients.

Key Responsibilities:

  1. Monitor and manage internal and external mailboxes, ensuring timely resolution of queries.
  2. Provide support and answer queries via our platform helpline for external clients.
  3. Assist with transactional processing and technical queries, ensuring seamless client experiences.
  4. Keep clients informed about the progress of outstanding transactions and manage technical queries with our external platform provider.
  5. Process Third Party Letter of Authority requests within agreed service level agreements.
  6. Process platform accounts Exits and Death notifications, tracking and supporting closures within agreed SLAs.
  7. Review platform accounts and data reports, identifying discrepancies and supporting necessary actions.
  8. Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
  9. Monitor and escalate platform client transfers following agreed procedures.
  10. Maintain data on our Back Office system in line with company processes.
  11. Provide online trading support for other company platforms, facilitating money movements and investing regular contributions.
  12. Cash Account monitoring and reporting.

About You:

  1. Experience in an administrative role within Financial Services.
  2. Experience working in a small to medium-sized financial services environment.
  3. Proficiency in Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.
  4. Strong desire to deliver exceptional service and a focused approach to achieving the best outcome for clients and the business.
  5. Ability to consistently deliver within service standards.
  6. Strong organisational skills, flexible, and proactive approach to getting the job done.
  7. Strong interpersonal skills, both written and verbal communication.
  8. Excellent accuracy and attention to detail.
  9. Proven ability to work on own initiative.
  10. Experience working with Investment Wrap Platforms.
  11. Experience monitoring and processing platform cash levels and trading.
  12. Experience using back-office and ticketing systems.
  13. Experience working in an environment of significant change.

Benefits:

  1. 25 working days in addition to normal Bank Holidays, plus 1 extra day's holiday for each year of service up to 28 days.
  2. Holiday buy and sell scheme, offering the opportunity to buy an additional 5 days holiday per year.
  3. Group Life Assurance and Pension Scheme.
  4. Private medical Insurance.
  5. Group Income Protection.

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