Senior Administrator

Brown Shipley, London, GBR, EC2R 7HE
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Purpose of the Job

The Brown Shipley Operations team are seeking a Senior Administrator within Client Servicing, to join the current team of six and play a key role within the department. 

We provide hybrid working across the Quintet Group and believe this approach is the best way of creating an agile environment, working at home with the benefits of working with colleagues in the office.

Key Accountabilities

1. Carry out all administration activities as identified in the Client Servicing training matrix in an accurate and timely manner
2. To be responsible for collecting and updating accurate information in respect of FATCA, CRS for reporting purposes when client data changes 
3. Creation of clients onto the “My Brown Shipley” on line service and responding to client queries
4. Arranging for clients LEI to be renewed annually
5. For all clients whom we are no longer in communication with follow the relevant dormant procedures 
6. Ensure that all relevant company procedures are complied with and that all relevant legal and regulatory reporting requirements and deadlines are met.
7. Undertake checking of work, training and support of less experienced staff within team. 
8. Assist management in maintaining and developing internal procedures, checklists and guidance notes

Knowledge and Experience

 Good understanding of processing involved in client account maintenance – minimum  of 2 years’ experience

Attributes and Qualities

Team player
Eager to develop knowledge and skills 
A self-starter who is prepared to drive their own development
Customer focus
Flexibility
Strong communication skills
A positive attitude 
Ability to make decisions based on facts & knowledge
Attention to detail
Experience in training and checking others work
Experience in implementing process improvements

Technical Skills

Understanding of the requirements to ensure we are compliant with FATCA & CRS regulations
 

Languages Skills

Fluent in English

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