Senior Administrator – Customer Journey Change Team

Job Description

Duties include:
Ensure that all post is sorted and logged to the administration system on a daily basis
Ensure that all change of adviser charge requests are processed
Ensure that all change of broker requests are processed and ensure that any adviser charge remunerations is transferred if instructed
Ensure that all change of address requests for clients are processed
Ensure that all Trust, Trust amendment, standard assignment and fund adviser appointment requests are processed
Carry out complex and detailed Client and IFA Policy Servicing enquiries to full resolution in a timely fashion
Monitor and complete controls within the team on a basis
Assist with overflow calls when required in order to maintain department service levels
Ensure that all complaints are investigated and full resolution prepared to an agreed quality within agreed timescales
Ensure service levels are maintained by processing the oldest items of post as a priority each day. If work items are going to go outside of service level this should be escalated to the team leader
Ensure that all work items allocated are processed each day and that you provide a work position at close of play each day
Ensure that records for personal objectives set are updated on a monthly basis and are brought to each 1-1

Previous experience is required.