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Data Administrator, Bath (BW-2011)

£23000 - £30000 plus excellent benefits
Data Administrator, Bath
£23,000 - £30,000 plus excellent benefits including discretionary bonus
Hybrid working, office based 3 days, home based 2 days
 
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.
  • 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.
About You
Essential
  • 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 
  • Attention to detail on large amounts of data.
  • Desire to deliver exceptional service at all times and 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
Desireable
  • 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
  • Knowledge of Financial Services Industry or IT experience. 
  • Commercially focused
Benefits
  • 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
  • Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
  • Group Life Assurance and Pension Scheme
  • Private medical Insurance
  • Group Income Protection
Location: 
Bath
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
BW-2011