AJ Bell
Financial Services
PlatformInvestmentsAdministrator
“Platform Investments Administrator at AJ Bell. Skills: Platform administration, Customer service, Trade processing. Provide excellent customer service. Set up trades”
What You'll Achieve.
Delivery of customer service; Consumer outcomes
Industry & Context.
Investigating trading queries
What They're Looking For.
Must Have
IT confident with Word and Excel, Excellent verbal and written communication
Nice to Have
Previous experience in a financial services administration role, Ideally stockbroking or banking experience
What You'll Do.
Provide excellent customer service
Ensure Securities are accurately priced
Maintain integrity of systems
Maintain customer facing data
Investigate trading queries
Assist in set up of asset types
Ensure all assets are priced accurately
Check executed trades
Match executed trades
Process trade rebookings
Request static data updates
Monitor Client and Counterparty exposure
Ensure Programme Trades are run
Action ad-hoc Fund Conversions
Liaise with other teams
Support management with project implementations
Support management with fixes
Support management with upgrades
Assist with definition of processes
Assist with definition of procedures
How You'll Work.
Team & Collaboration
Liaise with other teams
Communication Scope
Verbal communication; Written communication
Process & Methodology
Project implementations
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