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Overview

Our Douglas-based Financial Services Client is enjoying tremendous growth and have ahead of them an exciting transformation programme. To support them through this, they require an additional Administrator within the Tax and Technical Team.

Role Profile

• Responsible for the accurate and efficient completion of standard and complex administrative tasks provided to you
• Supporting our approach to full ownership you will be expected to work on case management and customer and adviser queries from receipt until the customer's expectations have been satisfied
• Proactive and reactive contact with customers and advisers, plus any other relevant parties via telephone, letter or email to ensure work is processed efficiently and correctly
• Ensure pended work is reviewed, chased and closed within expected timescales
• Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and Procedures
• Participating in the review and updating of procedures within the team, contributing through experience and client advocacy, whilst having a strong understanding of the risk-based approach required to protect client and business assets at all times and at the same time ensuring that we are easy to do business with
• To complete all tasks in line with our group values, service standards, procedures, compliance guidelines, industry regulations and within cost and efficiency parameters
• Be responsible and accountable for own personal development.
• Ensure adherence to all company policies including risk, compliance and HR policies
• Timely and professional contact with stakeholders should be maintained at all times
• Contact will be proactive when you require further information (by telephone and email) and reactive when a stakeholder contacts us
• Telephone calls should be responded to timely and where possible handled within the one call and not handed off to other teams, ensuring a positive customer experience
• Supporting clients, advisers and colleagues through the complaints process. Recognising areas of weakness and working collaboratively to seek resolution and improve internal processes

Person Profile

• 4 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent
• Good attention to detail
• Good communication and interpersonal skills
• Ability to work well individually and as part of a team
• Ability to work to tight deadlines