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We have an exciting opportunity to join our Intermediaries Office in our Newcastle office. This role reports to the Wealth and Investments, Intermediaries Senior Manager and will support the Intermediaries business in delivering the teams objectives and supporting new initiatives. The Intermediaries Office, Senior Administrator will work closely with colleagues across the Intermediary Channel, Client Facing Business Management, Regional Business Managers and Senior Business Managers. The role holder will provide operational support and be able to gain a deep understanding of Intermediary BAU processes. They will support the Intermediary Operations Manager and when required the Business Engagement & Initiatives manager with change initiatives, and in seeking process efficiency and innovation.
Job Responsibility:
Ensure Intermediaries Office team provide good client outcomes, delivering against expectations and keeping all stakeholders updated
Run the monthly rebalancing process to a successful completion
Ensure that all mailboxes are being monitored and actively engaged, whether its external communications from vendors and platforms or internal from the Intermediaries Business
Operate in a culture of continuous improvement within the team
Regular engagement and stakeholder management with business partners / teams to identify and deliver programmes of work including written updates such as monthly management meeting packs
Arrange the smooth onboarding of Intermediary Firms in accordance with the Client Due Diligence Standards and within SLA’s ensuring compliance with regulatory requirements, including Anti-Money Laundering regulations
Representing the Intermediaries Business in various Business governance meetings and business forums, as and when required
Representing Intermediaries in change projects / working groups and business implementation readiness groups / forums
Regular engagement/ stakeholder management with business partners / teams, such as IT, Change, Finance, Marketing, Business Management, Operations and others to identify, direct and deliver programmes of work including written updates such as monthly management meeting packs
Requirements:
Experience working in investment management, asset management, private wealth or a bank with proficient skills pertaining to Client Due Diligence
Front Office Operations knowledge
Experience working in Investment Management, Asset Management, Private Wealth or a bank
Knowledge of Investment and Fund Management
An understanding of technical subject matter
Strong verbal and written communication skills
Numerate and able to define MI fit for purpose
Nice to have:
Degree level education
Good attention to detail
Ability to multi task
What we offer:
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team