Our Functional Operations and Static Data Team are now looking for a Transactional Administrator to join a small team of committed professionals in providing expert driven service of excellence to clients both internally and externally.
What you’ll be doing
Administrative Support: Provide essential administrative assistance to client-facing teams.
Database Maintenance: Maintain client databases and accurately update individual/company information.
Compliance: Prepare and complete evidential records to ensure full compliance with both internal and external procedures.
Fraud Checks: Complete outbound fraud checks with clients, investors, and third-party companies with the support of a Mentor.
Workload Management: Manage personal workloads to deliver quality results within deadlines.
Performance Goals: Achieve agreed SMART Objectives and KPIs.
IT Systems Utilisation: Utilise multiple IT systems to ensure accurate data capture, including FIA, Investment Café, PearOnline, Intralinks, Viewpoint, and Yardi.
Problem Solving: Demonstrate an open mind to potential solutions when problem-solving to achieve positive outcomes.
Team Collaboration: Build collaborative relationships, embrace diverse opinions, and share knowledge with the team.
What we’re looking for
An interest in the financial services industry and experience as a data administrator or similar is desirable but not essential
Strong organisational skills with keen attention to detail
Good level of computer literacy skills are essential (including Microsoft)
Excellent communication and interpersonal skills
Ability to work autonomously as well as collaboratively within a team
We will provide in house training for relevant technical knowledge to provide you with a greater understanding of the team’s role. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues is at the heart of what we do.