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Platform Administrator

Reed
Job LocationChelmsford
EducationNot Mentioned
Salary£22,000 - £25,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Reed Financial Services are pleased to be representing a firmseeking to add a Platform Administratorto their growing team on a Hybrid working arrangementand a salary up to £25k per annum.This role is pivotal in providing platform administration supportto colleagues and customers, managing client transfers, and overseeing transactional processes.Day to Day of the Role:

  • Monitor internal and external mailboxes, managing queries through to completion.
  • Provide support and answer queries via the platform helpline for external customers.
  • Assist with transactional processing and technical queries.
  • Regularly update customers on the progress of outstanding transactions.
  • Liaise with platform providers to progress transactions and keep customers informed.
  • Act as a liaison between platform providers and the company for issues and escalations.
  • Process Third Party Letter of Authority requests, platform account exits, and death notifications within agreed SLAs.
  • Review platform accounts and data reports, identifying discrepancies and taking necessary action.
  • Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
  • Maintain accurate client records and data for reporting purposes.
  • Support online trading and cash account monitoring for other company platforms.
  • Contribute to team efforts by developing processes, creating guidance documents, and providing feedback.
Required Skills & Qualifications:
  • Experience in an administrative role within Financial Services.
  • Proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint.
  • Strong organisational skills with a flexible and proactive approach.
  • Excellent communication skills, both written and verbal.
  • High accuracy and attention to detail.
  • Ability to work independently and show initiative.
  • Desirable: Experience with Investment Wrap Platforms, monitoring and processing platform cash levels and trading, and using back-office and ticketing systems.
Benefits:
  • Salary up to £25k per annum
  • Opportunities for personal and professional development.
  • Supportive team environment.
  • Exposure to a dynamic financial services industry.
To apply for the Platform Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

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