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Client Administrator – Part Time – Fixed Term
MoneyfarmClient Administrator supporting the advisory team in managing administrative processes and client interactions. Ensuring smooth operations in client pension processes and document tasks.
About the role
Key responsibilities & impact- **Key Responsibilities**
- - Manage client pension processes, such as transfers and drawdowns, working with the pension administrator and the client to ensure the processes are as smooth as possible
- - Support with ad-hoc document generation and other tasks where clients need support
- - Contact ceding providers, where needed, for Pension or ISA transfers to ensure that transfers are handled correctly and efficiently
- - Help the client services team with some client interactions when volumes are very high
- - Reach out to clients where requests come from the operations or compliance team for further information - whether to check legitimacy of payments or to just some parts of client applications
- - Work closely with the operations team to ensure that client backoffice processes are properly managed and client experience is positive
- - Be the gatekeeper managing the variety of touch points with the pension administrator - to ensure that communication is properly orchestrated
Requirements
What you’ll need- **Must have:**
- - A strong work ethic
- - High levels of organisational skills
- - A can do attitude and the ability to work in a fast paced environment
- - Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment
- - Experience working in administrative, client facing or receptionist roles
- **Nice to have:**
- - A passion for startups and a strong interest in building a career in the Financial Services
- - Some knowledge of financial products, such as pensions and ISAs
Benefits
Comp & perks- - Health Insurance, Wellness plan
- - Fee free investments on Moneyfarm platform
- - Incentive scheme
- - Career development opportunities
- - Training opportunities
- - Regular office social events
- - Happy and friendly culture!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
document generationpension processesISA transfersclient interactionsbackoffice processes
Soft Skills
strong work ethicorganizational skillscan do attitudeability to work in fast paced environmentclient facing experience