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Data Management Admin

Job Introduction

We are looking to recruit some new exciting positions within our Basildon, Essex office. Within this role you would the have flexibility to work from home once we return to the office.

Within this role you will ensure the day to day work in the fee team is completed in line with set deadlines.

Role Responsibility

  • Participate and actively engage in the performance management process to attain and maintain competence within your role
  • Comply and adhere to rules and regulations as stated by the regulator and set out in our internal policies
  • Personal accountability to identify and minimize or escalate risks when identified in line with our Group risk policy
  • Ensuring closure of tasks within prescribed SLAs
  • Ensuring Management Fees are taken when necessary and swept to the Office bank account or Third Parties in a timely manner
  • To run the Quarterly AMC process
  • Daily management of the GTFEES inbox
  • Dealing with Commission queries from third parties
  • Provide training and guidance to front office teams, this will include visits to the regional offices
  • Manage the overdrawn IFA claw-back process
  • Maintaining and updating reports
  • To assist in system testing for system updates
  • Complete ad hoc tasks when necessary
  • To provide support to the Head of Fee team as and when required
  • Escalation of issues to the Head of Fee Team when appropriate
  • Primary Working Relationships: BMAM, BMI

The Ideal Candidate

  • Relevant industry experience
  • Work within set SLA’s set by internal departments
  • Good communication skills
  • Strong team working ethic
  • Accuracy and attention to detail
  • Confident / positive attitude
  • Ability to work under pressure and to tight deadlines within set SLA’s

 

DST

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