Talent.com
Administrator
AdministratorTalent Shore • Indianapolis, IN, US
[error_messages.no_longer_accepting]
Administrator

Administrator

Talent Shore • Indianapolis, IN, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Administrator

Invest in Your Future, Join Our Team.

About our client :

Our client is an award-winning FT Top 100 Advice Firm who deliver outstanding customer care in pension advice, retirement planning and investment services. Our growth is based on our straightforward approach to financial advice and our focus on the service we provide to everyone we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organization will provide you with an environment to thrive in. We offer competitive salaries, personalized training programs, study support and endless development opportunities to our people.

This role is ideal for an organized and motivated individual looking to build a career in financial services administration.

The key responsibilities will look like :

  • Processing Letters of Authority and inputting accurate data into our CRM system.
  • Communicating with pension providers daily and requesting scheme information.
  • Interpreting, gathering and analysis of key data.
  • Analysis of data to ensure all information is correct.
  • Submitting business to platforms and providers for our existing clients.
  • Ensuring submitted business is progressed through to completion.
  • Carefully and accurately completing and recording forms for our existing clients.
  • Communicating effectively with clients and 3rd parties.

What we're looking for :

  • An organized, detail focused and proactive individual.
  • A good working knowledge of Microsoft Office applications.
  • Previous experience using a CRM system.
  • Experience of working in a client relationship focused, targeted fast paced environment.
  • Excellent attention to detail and able to work quickly and accurately.
  • Excellent organizational and communication skills.

    • Job purpose :

  • Complete submissions for complex business
  • Complete packs for complex business
  • Complete pipeline for complex business
  • General administration as required

    • Reporting to : RFS & Retirement Servicing Manager

    Key responsibilities :

  • Submissions
  • Ensuring careful and accurate completion and recording of forms
  • Understanding the importance of detailed and accurate commission profiles
  • Communicating with the client to update them on the status of their submission
  • Ensure accurate completion and updating of KPI records
  • Ensuring submitted files are compliant
  • Pipeline
  • Chasing submitted business to completion
  • Problem solving any issues that occur
  • Keeping the client updated on the status of their business
  • General Administration
  • Answering inbound calls in a polite and friendly manner
  • Complete scanning, filing and printing as and when needed

    • General responsibilities :

  • Communicating effectively and respectfully with all co-workers, clients and 3rd parties
  • Ensuring general tidiness of the office at all times
  • Compliance with all company policies and procedures
  • Compliance with the regulator, the FCA
  • Undertake any reasonable duties to contribute towards customer care
  • Undertake any reasonable duties to help the company reach the goals
  • To behave in a fit and proper manner in accordance with a professional organization
  • Maintain an open minded, positive outlook whilst maintaining high levels of diligence

    • Critical tasks :

  • Work is accurate and compliance guideline understood and followed.
  • All required documents are received, completed and signed where required.
  • Raise risk alerts appropriately and consistently in line with policy.
  • GDPR and data protection is followed at all times.
  • All information is accurately recorded / logged.
    • [job_alerts.create_a_job]

    Administrator • Indianapolis, IN, US

    [internal_linking.related_jobs]
    Property Administrator

    Property Administrator

    FirstKey Homes • Indianapolis, IN, US
    [job_card.full_time]
    The Property Administrator plays a vital role in enhancing the resident experience by delivering exceptional service.By assisting Property Managers and ensuring that daily tasks are completed promp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    System Administrator

    System Administrator

    Harmer • Indianapolis, IN, United States
    [job_card.full_time]
    We are seeking a highly skilled and experienced IT Consultant to join a growing IT Infrastructure Team at an Architecture and Engineering firm. The ideal candidate will possess a proactive and detai...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Administrator Hertz 24 / 7 (TZ)

    Administrator Hertz 24 / 7 (TZ)

    Indianapolis Staffing • Indianapolis, IN, US
    Administrator Bei Hertz 24 / 7 In Teilzeit.Du liebst Technik, Organisation und den direkten Draht zum Kunden? Dann werde Teil unseres Teams und gestalte aktiv den reibungslosen Ablauf unseres Hertz 2...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retail Administrator

    Retail Administrator

    Advantage Solutions • Indianapolis, Indiana, United States
    [job_card.full_time]
    Retail Administrator Full Time.If you are the type of person who is excellent at multitasking and enjoys working in a retail environment, this administrative position will be a great fit for you! T...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Project Controls Administrator - Life Science Construction

    Project Controls Administrator - Life Science Construction

    Turner & Townsend • Indianapolis, IN, US
    [job_card.full_time]
    Project Controls Administrator - Life Science Construction.Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients acr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Support Administrator

    Customer Support Administrator

    VirtualVocations • Southport, Indiana, United States
    [job_card.full_time]
    A company is looking for a Customer Support Administrator, EMEA - Temp.Key Responsibilities : Creates and validates sales orders, providing guidance to resolve errors Coordinates internal and ext...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Building Automation System Administrator

    Building Automation System Administrator

    Process Alliance • Indianapolis, IN, US
    [job_card.full_time]
    Process Alliance is a leading engineering consultancy firm dedicated to delivering innovative solutions in engineering, automation, manufacturing services, and medical devices.With a commitment to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Branch Office Administrator - Fishers, IN

    Branch Office Administrator - Fishers, IN

    Edward Jones • Fishers, IN, United States
    [job_card.full_time]
    If you find yourself looking for a fulfilling career.Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their l...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Administrator Systems Administration

    Associate Administrator Systems Administration

    TTEC • Indianapolis, Indiana, United States
    [job_card.full_time]
    Your potential has a place here with TTEC’s award-winning employment experience.As a Associate Administrator Systems Administration working remotely in the United States,.TTEC What You’ll Do Associ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Veeva RIM Administrator

    Veeva RIM Administrator

    Syneos Health / inVentiv Health Commercial LLC • Indianapolis, IN, United States
    [job_card.full_time]
    Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Purchasing Administrator

    Purchasing Administrator

    State of Indiana • Indianapolis, IN, US
    [job_card.full_time]
    Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies. At the state, you'll find competitive...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Firm Administrator

    Firm Administrator

    Jobot • Indianapolis, IN, US
    [job_card.full_time]
    Join our team as a Firm Administrator—be the face of our firm and keep operations running smoothly every day!.This Jobot Job is hosted by : Eric Kee. Are you a fit? Easy Apply now by clicking the "Ap...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Craft Support Administrator (Remote)

    Craft Support Administrator (Remote)

    SOLV Energy • Indianapolis, IN, US
    [filters.remote]
    [job_card.temporary]
    Craft Services HR Administrator.SOLV Energy is an engineering, procurement, construction (EPC) and solar services provider for utility solar, high voltage substation and energy storage markets acro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    SharePoint Administrator

    SharePoint Administrator

    innovitusa • Indianapolis, Indiana, USA
    [job_card.full_time]
    The SharePoint Administrator will be responsible for designing maintaining and guiding the.SharePoint to leverage optimal workflows that are aligned to achieve. Bachelors degree in MIS Computer Scie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Consumer Lending Administrator

    Consumer Lending Administrator

    Forum Credit Union • Fishers, IN, US
    [job_card.full_time]
    Join Our Team as a Lending Administrator!.Are you ready to step into a dynamic role where you can make a real impact? We are seeking a motivated and detail-oriented Consumer Lending Administrator t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    System Admin Planning Team (Planisware)

    System Admin Planning Team (Planisware)

    Cordova • Indianapolis, Indiana, USA
    [job_card.full_time]
    Position Title : System Administrator- Planning & Implementation.As a System Administrator you will serve as a critical partner to internal teams for the Project Planning & Management system...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    IAM Systems Administrator

    IAM Systems Administrator

    Skill • Indianapolis, IN, United States
    [job_card.temporary]
    Aquent is partnering with a prominent financial institution that is at the forefront of digital transformation and committed to fortifying its cybersecurity posture. This institution is seeking a ta...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    IAM Administrator

    IAM Administrator

    Carvana • Carmel, Indiana
    [job_card.full_time]
    [filters_job_card.quick_apply]
    About Carvana At Carvana, we’re changing the way people buy and sell cars.With an ambitious vision and a fundamentally different approach designed to be fun, fast,...[show_more]
    [last_updated.last_updated_1_day]