Senior Financial Services Administrator

Administration and Office - Banking and Financial

Gibraltar







RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for a Senior Financial Services Administrator. You will be responsible for providing relevant support to ensure an excellent customer experience for all clients and intermediaries. You will be a key facilitator in ensuring all administration tasks are executed accurately and on time.

What is the plan for the Senior Financial Services Administrator role?

To support the Head of Operations in achieving the above objectives by collaborating with front-line administrators and senior management.

You must live in the Gibraltar or Southern Spain area


What will you do as a Senior Financial Services Administrator?

• Be a point of contact and build and maintain good working relationships with individual and corporate clients.
• Support the team to ensure all aspects of investment administration are processed accurately, in accordance with company service levels and procedures.
• Monitor the central mailbox to ensure delivery of appropriate responses to internal and external clients within expected service levels.
• Act in good faith towards customers, avoid causing foreseeable harm, and support customers in pursuing their financial objectives in line with the Consumer Duty requirements.
• Ensure clients receive regular and effective communication, maintaining professionalism, clarity, and transparency via various channels.
• Identify and resolve customer issues or complaints promptly and effectively, in accordance with Consumer Duty principles.
• Maintain up-to-date and accurate information on our Data systems.
• Support the team and oversee the pricing and reconciliation of external cash and assets in preparation for month-end, quarter-end year-end reporting.
• Assist with financial transactions, complete payment requisitions, and obtain appropriate back-up documentation as required.
• Assist in the preparation and delivery of full training to new starters and provide general feedback as appropriate.
• Four-eye checking of all investment processes, including dealing instructions, investment applications, and payments. Document evidence for training and provide general feedback as appropriate.
• Support the team in handling complex queries and take ownership to prevent escalation to complaints.



What do you know that makes you a great Senior Financial Services Administrator?

• Previous experience in a similar Administration role within pensions, banking or financial services
• Exceptional written and interpersonal communication skills. Able to effectively communicate with internal and external stakeholders at different levels and secure process buy-in.
• Highly organised, efficient and self-motivated.
• Strong mathematics ability.


Salary £25k - £30k based on experience with benefits package.

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