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Data & Quality Administrator

Job LocationBromsgrove
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

NJR are currently representing one of the UKs leading national firms of independent financial advisers, who is now seeking a Data & Quality Administrator to join their dynamic and ever-growing business. Ensuring the quality of inputting to the system is to the highest standard, including auditing of the system, identifying patterns, and responding to any financial queries. Your main responsibilities will include:

  • Ensuring that any data errors identified are rectified as soon as possible, ensuring the source of error is identified and notified.
  • Loading of new & revised client details ensuring it is up to date and accurate including clients and fact finds.
  • Activating and maintaining online access for staff, clients and advisers ensuring records are kept up to date.
  • Understanding and assisting with the management of IPS and external accounts.
  • Assisting with back office (XPLAN) Support.
  • Liaising with other Departments as necessary when dealing with new Product Provider Terms of Business and establishment of online access.
  • Maintenance of all Product Provider contact details and agency codes.
  • Management of back office field definitions including addition, updating, merging and deletion when required.
  • Assist with any data cleansing projects identified by the firm.
  • Providing support to other Departments with the export of data for mailings and cleansing of information.
  • To assist in the production of the MI pack on a weekly / monthly basis.
  • Assisting with remuneration queries including contacting relevant providers of financial products to obtain details.
  • Management of the Group payaway table and CommPay accounts.
  • Resolving remuneration queries and providing solutions via email and telephone.
  • Calculation of any financial incorrections.
  • Dealing with any incoming queries, including validation, classification and reviewing
  • The successful candidate will have a great understanding of internal systems and processes as well as analysing, interpreting and organising data. You must be able to problem solve and work on your own initiative.Experience within the financial services industry is desirable but not essential.For further information please contact one of our specialist consultants quoting REF:NJR10447

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