Product Features
Blog
Contact Us
Sign In
St. James's Place Wealth Management
,
Cirencester, Gloucestershire
Administrator - Business Assurance
|
|
Job Type: Full-time |
|---|
Overview
You will support the efficient running of the Business Assurance department and the maintenance of departmental SLAs, while also supporting the St. James’s Place Partnership by fielding queries on Business Assurance systems and their outcomes. Key Responsibilities: Monitor the automated case selection model to ensure it is operating correctly; Review system exceptions to ascertain the case selection criteria to apply and complete root cause analysis to identify the cause of the issue; Recommend system developments and improvements on the back of the root cause analysis completed; Review queries on approved cases to support the processing of new business in an efficient manner; Provide feedback and support to Partners where it is identified cases have been submitted incorrectly; Assist Operation Managers and Relationship Managers with queries on the case selection model; Review and take appropriate action in respect of any requests for manual intervention to identify additional cases for checking; Manage the departmental inbox by responding to queries from individuals around the business or redirecting them as appropriate; Ensure all cases are inputted correctly and tracked accurately and quickly through the team process, updating the relevant systems to ensure cases can be tracked efficiently; Required Skills : A strong knowledge of working in either an administrative or support environment with agreed customer service standards; Good interpersonal and communication skills allowing the individual to liaise effectively; Considered a SME in respect of internal systems and comfortable testing these; Comfortable using Word, Excel Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria, or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation. How we Reward You In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few. The Charitable Foundation We are extremely proud of The St. James’s Place Charitable Foundation. It is a grant-making charity where funds are raised and donated by the St. James’s Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed over £93 million to good causes operating in the UK and abroad. Awards We are proud of the recognition we receive for the high quality advice and service we provide to our clients. Most recently, this has included being voted the: '2018 Best Private Client Investment Manager' by readers of Wealth Adviser magazine; '2018 Best Wealth Manager' by readers of Shares Magazine; '2018 Personal Finance Awards - Best Financial Adviser’ by readers of Money Pages and voted the City of London '2019 Wealth Management Company of the Year' .