Purpose

The purpose of the Administrator role is to provide support to the Platform Operations team. The role will primarily focus on providing support to the Platform & Propositions Manager with managing the migration of Lync Wealth Management clients to the 7IM Platform.

Investment20/20 Programme

You will join as an Administrator as part of Investment20/20. As a trainee, you will be introduced to investment management and you will gain industry knowledge, experience and develop relationships to progress your career and develop skills to secure a permanent role.

Responsibilities

·      Financial Administration: Assisting in financial tasks such as preparing client reviews, updating X-Plan, collaborating with the finance department to ensure accuracy and compliance.

·      Migration Project Assistance: Supporting project management activities by assembling migration packs, tracking project progress, and monitoring timelines and deliverables. Collaborating with project stakeholders to ensure project objectives are met.

·      Records and Document Management: Organizing and maintaining files, records, and documentation in both physical and digital formats. Ensuring proper storage, retrieval, and disposal procedures are followed.

·      Team Collaboration: Collaborating with colleagues and managers to ensure efficient workflows and processes. Assisting in cross-functional projects and contributing to a positive and inclusive work culture.

·      Continuous Improvement: Identifying opportunities for process improvements and implementing efficient and effective systems and procedures.

Knowledge

·      Administrative Procedures: Understanding and implementing standard administrative processes and procedures, including document management, filing systems, record-keeping, and office organisation.

·      Technology Proficiency: Being proficient in using various office software and tools such as Microsoft Office Suite (Word, Excel, PowerPoint), and other relevant technology platforms. Familiarity with office equipment and systems is also important.

·      Project Management: Being familiar with project management methodologies and tools to support the coordination and execution of projects. This includes skills in planning, organising, monitoring project progress, and ensuring deliverables are met.

Skills/Other relevant information

·      Communication Skills: Demonstrating excellent verbal and written communication skills to effectively interact with colleagues, stakeholders, and clients. This includes professional phone etiquette, active listening, and clear and concise written communication.

·      Organisation and Time Management: Possessing strong organisational skills to manage multiple tasks and priorities efficiently. This includes effective time management, prioritisation, and the ability to meet deadlines and handle competing demands. 

·      Problem Solving and Decision Making: Demonstrating the ability to identify and analyse problems, think critically, and propose practical solutions. Making sound decisions based on available information and considering the impact on office operations.

Please note, a full training programme will be delivered to you by our Operations team members.