Finance & Investment Servicing Administrator

Posted 26 January by Embark Group Limited

About Embark Group

Embark Group is a full-scale retirement solutions provider. We are committed to acquiring, developing and holding - for the long-term - a range of financial services businesses in the UK and internationally. As an investor we look for wholly-owned, minority interest and joint venture investments that can generate value independently or in concert with other assets in our portfolio.

We look for businesses that possess the capacity for scaled growth, a proven presence in their chosen market segments, strong people with the right values, and most importantly that offer an opportunity for us to add value through digital delivery.

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital. More than anything, we build safe and recurring value for all of our stakeholders, customers, partners, employees and shareholders.

This role will be working within the Rowanmoor Executive Pensions Limited entity, which forms part of the Embark Group.

Role Summary

In your role as Finance & Investment Servicing Administrator in Bolton, you will you will receive a bespoke structured training programme to get you up to speed for this challenging role, coupled with an excellent rewards and benefits package. You will work in a supportive, friendly working environment and be part of a great team.

Our administrators provide a personal and professional service to our clients in a fast-paced environment where efficiency and accuracy are key, ensuring that deadlines and corporate standards are achieved. Successful candidates will be flexible team players and will have a professional, helpful approach.

Key Accountabilities

In this fast-paced environment your duties will include:

  • Dealing with New Business Applications
  • Preparing regulatory reports for HMRC and The Pensions Regulator
  • Reconciliation of bank accounts
  • Dealing with all other financial transactions to support the Administration teams. The team ensures all regulations and procedures are adhered to at all times, and that a high level of customer care is provided.

Experience Required

Delivering excellence is no easy task, particularly when you are transforming a business. So we’re looking for someone with the right experience and behaviours to join our team. The 'DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

  • Proven administration skills - ability to work in a systematic, methodical and orderly way
  • Minimum GCSE Maths grade C or equivalent required. Educated to A Level standard or equivalent is desirable
  • Strong numerical and data processing skills
  • Computer literate with good working knowledge of Microsoft packages
  • Proven written communication skills, including letter writing skills
  • Computer literate with good working knowledge of Microsoft packages
  • Experience of SAGE 50, making online payments and reconciliation of bank accounts advantageous, but not essential
  • Financial services experience advantageous, but not essential

Reference: 34330087

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