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Financial Services Corporate Administrator

2 months ago

Stevenage, Hertfordshire, United Kingdom Reed Full time

Job Summary:

We are seeking a highly skilled and experienced Corporate Services Administrator to join our team at Reed. As a key member of our Corporate Services team, you will provide administrative support to our clients and consultants, ensuring the highest level of service delivery.

Key Responsibilities:

  • Provide professional support to clients, advisers, and other team members, working independently and as part of a team.
  • Support consultants and clients on Group Risk and Healthcare schemes, Employee Benefits, and other products covered under our consultancy services, including communication with clients.
  • Upload monthly pension contribution spreadsheets to providers, deal with client, provider, and TPR on AE re-enrolment, and undertake annual review tasks.
  • Liaise with the wider corporate team and support when required, fully engaging with our Intelligent Office System.
  • Assist in research, set up, and ongoing record keeping for secondary market Employee Benefits, and deal with corporate client queries raised by employers, employees, or insurers.
  • Ensure own knowledge is up-to-date and notify colleagues of relevant developments, complying with the FCA rulebook and our internal procedures.

Additional Responsibilities:

  • Be given more complex clients and cases, and may be responsible for monitoring other team members, identifying training requirements, and training new team members.
  • Represent the department or lead project work as required, taking ownership of the implementation and embedding of new processes resulting from project work.
  • Assist the Regional Corporate Services Manager with rolling out process changes, overseeing workload, resolving issues, and identifying complaints.
  • Deputise for the Regional Corporate Services Manager at meetings and with managerial duties.

Requirements:

  • Good communication skills, both verbal and written, are essential.
  • Broad knowledge of the financial services sector and relevant FCA regulations is desirable.
  • Ensure accuracy and attention to detail are essential.
  • Excellent knowledge of IO and Excel is essential.
  • Ability to work under pressure to meet deadlines is essential.
  • A team player is essential.