Our client is a nationwide Financial Advisory firm that provide pension and investment advice to both private and corporate clients.
In this role you will provide systems and data administration support to the IT & Systems Manager and wider business, through a wide variety of tasks and activities.
This is a full-time permanent role with some travel on occasion to other company offices.
Key Responsibilities & Main Tasks
Systems Support
Reviewing, actioning and updating IT Tickets on the Internal Ticketing system and keeping staff up to date with progress.
Provide day to day technical support and troubleshooting on a variety of internal systems.
Complete monthly IT security checks following a report from the IT Support provider and ensure all line managers are notified and follow up on any outstanding training required.
Undertake monthly system license reviews across internal systems to make sure only active staff have access.
Supporting new starters and ensuring necessary access to software and cloud-based systems including Online Providers in a timely manner.
Removing leavers from all relevant systems in a timely manner and collect all IT hardware prior to leave date.
Data administration
Support the IT & System Manager with system data reviews by carrying out manual data cleansing projects, inputting correct or missing information into systems.
Take a proactive approach ensuring system data is accurate and up to date; Identifying and correcting additional areas that need cleansing.
Update Company SharePoint sites with any changes and new documents as requested by departments across the business and approved by the IT & Systems Manager.
Helping to identify where efficiencies can be made with the use of automation.
Running bulk daily client data valuation uploads on back-office system.
Support the IT & Systems Manager with the creation and maintenance of master lists to cover company hardware, software licences and access rights.
IT and Systems Department Support
Support the IT & Systems Manager with the testing of new process and policy documentation to support growing company needs.
Ensure system and IT documents and policies are up to date and amended when required.
Support the IT & Systems Manager with annual reviews and research of company hardware and software licences.
Support the IT & Systems Manager with manual office technology changes such as changes in office layout, new meeting room technology and office relocations.
Provide support on relevant Company Projects.
Team Working
Build strong working relationships with all colleagues across the business.
Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.
Provide absence cover for team members.
Undertake project work and additional duties as and when required.
Compliance
Treat all data with complete confidentiality and take reasonable steps to protect this.
Treat customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary.
Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
Maintain client records and update client information on back-office systems to keep an effective audit trail.
Undertake work appropriate to your skills and ability.
Training and Knowledge
Work with your line manager to create a personal development plan and agree CPD activity.
Successfully undertake company tests and attend company training sessions.
Knowledge, Skills & Competencies
Experience of working with Microsoft Office products including Word, Excel and Outlook, or similar tools.
Experience of working with online systems/software and data inputting
Experience of working with SharePoint and Power Automate
Previous experience of working in similar role
Experience of working in a small to medium sized financial services environment
Experience of working in an environment of significant change
Experience of working with Intelligent Office or a similar back-office system
Skills & Qualifications:
Desire to always deliver exceptional service with a strong focussed approach to achieving the best outcome for the client and the business.
Ability to consistently deliver within service standards.
Excellent organisational skills, flexible and proactive approach to getting the job done.
Strong interpersonal skills, both written and verbal communication.
Accuracy and attention to detail to balance demands of role.
Desire to learn and build skills and ability through Personal Development Plan.
Attention to detail on large amounts of data.
Knowledge of Financial Services Industry or IT experience.
Behavioural Competencies:
Organised and efficient, manages their own time effectively and prioritises to maximise productivity.
Adopts and demonstrates a proactive approach at all times.
Self-motivated, works consistently with little supervision and takes a proactive approach to their work.
Reflects on their style and finds ways to adapt to others in varying situations.
Adaptable to change and takes on-board feedback positively and identifies ways to address development needs or skill gaps.
Recognises the benefits of change and adopts an optimistic approach. Responds creatively and flexibly to changing circumstances.
Delivering Together
Personable and polite with the ability to interact and build rapport with all people within the business professionally.
Consistently communicates in a clear and structured way, ensures communication is timely and tailors the message to the audience.
Promotes cooperation and team working within their team and with others. Develops a wide variety of successful networks across the whole business and demonstrates inter-department working.
Supports and contributes to team working initiatives, and methodically plans and structures their work to ensure key tasks are completed.
Interacts openly and honestly with others, supporting development of close relationships, and shares their skills and expertise with colleagues.
Commercial Focus
Demonstrates good levels of commercial awareness of both the business and the sector and appreciates financial consequences of decisions.
Is a champion of excellent client service, drives improvements ensuring client loyalty and a consistent service through a variety of channels.
Demonstrates a focus on delivery of their work, service and/or projects, with consideration for sense of urgency and pace within the business.
Compliant in understanding our obligations with the regulation principles and how this impacts our decision making.
Appreciates and demonstrates the need to balance the needs of clients with the needs of the business.
Data Administrator, Bath (BW-2011)
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