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Administrative with Excellent level of English
Finance & Legal
Our client is a market leader in its specialist fields of share plan services.
As a Plan Administrator you will have a good knowledge of requirements and awareness of requirements for other jurisdictions.
The desirable candidate will be proactive, have the ability to understand the business implications of decisions taken and to improve organisational performance, and will be self sufficient and able to hit the ground running.
-To meet personal objectives in terms of productivity and quality of service when processing administration tasks to include Sales, Purchases, Transfers, dividends etc.
-Providing outbound calling to client/participant to assist with query resolution within processes.
-To adhere to agreed service levels and wherever possible, exceed client's expectations.
-To identify and implement efficiencies within the department and minimise risk by the regular review of existing processes.
-To answer both written and telephone queries from clients and colleagues.
-Maintenance of personal time recording.
-Daily direct contact with client on all matters relating to data management of share plan administration and services
-Responsible and accountable for daily, monthly, quarterly and yearly finance reporting
-To ensure all client processing is completed and reconciled including data input (data feeds) and output (reporting)
-Enter approved trade aways and adjustments to transactions
-Setting and confirming non-trading windows (blackout periods) and non-dividend bearing periods
-Review and follow up open internal incident tickets
-Carry out data implementation of new plans and grants within the scope of existing plan rules
-Involvement with projects and upgrades for clients
-Assist the Implementation Data Specialist with implementing new clients and new products with existing clients
-Ensure client plan parameters are correctly set up signed off
-User Acceptance Testing of new systems/system features based on UAT scripts
-Coordinate deceased cases
-Update billing activity
-Coordinate client (LPA/GPA) system access
-Forward queries to appropriate area within the company
-Assist in preparation of review data gathering data related to MIS and KPI’s
-Work together with Client Manager Relationship Manager to address escalation and strategic issues
-Coordinate Cosmos updates
-Provide call center updates and ongoing training info
-Coordinate ongoing client training
-Document all process and procedures relevant to data management and plan administration
-Collect client sign off for critical data changes or uploads (new grants, special projects)
-Alternate PM for other clients during absence
-In addition to the duties listed above, the Team Manager may request any other ad hoc duties or projects.
Essential Skills, Experience and Competencies
-Experience as administrative and Customer service an a very high level of english is essencial.
-Experience and a sound knowledge in Trust and Company or employee benefit trust administration a must.
-Knowledge and experience of statutory and regulatory requirements
-Excellent communication skills, written and oral in English.
-Highly organised, able to prioritise and manage multiple tasks.
-Attention to detail and accuracy.
-Sound computer skills, able to adapt to and apply new technologies.
-Ability to work to deadlines and under pressure
-Temporary contract with possibility to join the company
-Starting date as soon as possible
(+34) 93 231 00 00 (extension 155)
(+34) 93 231 00 00 (extension 155)
Talent Search People is an international recruitment agency based in Barcelona, Madrid and Lisbon. We provide highly specialised recruitment services within our four areas of expertise: Sales & Marketing, IT & E-Commerce, Native Speakers and Finance & Administration.