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Curtis Banks
,
Bristol, Bristol
Investments Administrator
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Job Type: Full-time |
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Overview
The Role At Curtis Banks, we believe that a business can only be as successful as the people who work for it. Our commitment to encourage employees to take responsibility for their career, encouraging them and offering opportunities for advancement, is an integral part of our business strategy. Administrators provide an important role in the administration of our SIPPs. There are a range of important tasks in the operation of SIPPs which Administrators can handle, which includes the ongoing and day to day administration of the investments within the department. They are responsible for providing an on-going quality administration service to our clients. You will Process clients instructions and any task activity accurately and to the service standards set by the Company, at all times maintaining confidentiality and demonstrating discretion. Where relevant and appropriate, inform Account Managers, clients and financial intermediaries of specific matters or issues affecting their schemes and benefits relevant to each scheme especially actual or potential problems. Ensure that client deadlines, all internally agreed key performance indicators, service standards and regulatory reporting requirements are met. Fulfil any other reasonable requirement of the department or Curtis Banks Proactively identify risk within the department and escalates concerns to Team Leader. Skills and Experience A sound and proven experience within pension benefits administration. Demonstrates a full operating knowledge of the key administration and support software that is central to the role within the business. Able to cross train new starters to our internal procedures and methods. Fully understands the data conformance needs of each system and where key data is mastered. Able to demonstrate exceptional information security control. Able to demonstrate the ability to identify data anomalies and issues and correct them at source or seek guidance as appropriate. Demonstrates knowledge of our commercial market place and where the Company sits within it. Working for Curtis Banks has never been so rewarding… Everyone receives a generous salary, 26 days holidays and the opportunity to take part in our fantastic Sharesave Scheme. Amazing Pension contributions from the business of 8% Benefits scheme that includes discounts from shops, gyms etc. Cycle to Work scheme and many more…