Key Responsibilities
The Finance Administrator will work as part of the Pensions team and fulfil a specific role which will be task-oriented, carrying out clearly defined accounts-oriented activities.
1. Ensure clients receive regular and effective communication which is professional and delivered to the highest standards.
2. Maintain and develop good business relationships with internal and external customers.
3. Escalate any problems, mistakes, backlogs or issues immediately to line manager.
4. Assist with Payroll tasks.
5. Perform Bank Reconciliations.
6. Report any breaches or complaints immediately to line manager and to Compliance.
7. Document and report identified risks to the line manager and compliance.
8. Achieve and maintain competence as required by the Company's Training and Competence Scheme.
9. Contribute to process reviews, constantly seeking ways to streamline and improve service delivery.
10. Ensure all requests and work from clients and IFAs are processed in line with laid down procedures, within regulatory timeframes, and meet company service levels and standards.
11. Provide support to the line manager to ensure overall team objectives are met.
Knowledge and Skills
1. Experience of working in a financial-oriented business preferred.
2. AAT Level 2 or above preferred.
3. Proficient in the use of Microsoft Office including Excel.
4. Good organisational skills and able to prioritise.
5. Demonstrate innovation and added value towards client's needs.
Working hours - Monday to Friday, 9am - 5pm most of the time, with 1 hour for lunch. #J-18808-Ljbffr