Data Administrator

Company
Fusion wealth
Location
Horsham, West Sussex
Salary
From £17,000 to £19,000 per annum
Posted
28 Jun 2018
Closes
26 Jul 2018
Sector
Business
Contract Type
Permanent
Hours
Full Time

Fusion Wealth powers a bespoke wealth management and technology solutions for discretionary fund managers, national financial advisers and networks. Our no compromise approach helps firms to deliver a truly unparalleled level of service to their end client.

We are currently seeking a highly motivated and focused individual, who is willing to learn new systems and concepts and broaden their knowledge base to join our fast-paced Operations team.

As Data Administrator, you will:

  • Prepare client information and data for internal and external use, including client account valuations
  • Generate client account valuations for external parties
  • Review system data for discrepancies and data feed errors
  • Prepare, submit and manage system access requests
  • Review and verify client instructions for validity and adherence to business requirements
  • Complete static data changes on client accounts in line with instructions, with complete accuracy
  • Ensure full audit for all processing activity completed
  • Interaction with internal and external parties by telephone and email, building strong relationships through quality service
  • Resolve enquiries in a timely manner, within company SLA’s and processing guidelines
  • Maintain accurate records of client communications and relevant documentation

We’d like to hear from you if:

  • You have excellent focus, accuracy and attention to detail
  • You have good numeracy and literacy skills
  • You have good Microsoft office skills including excel
  • You are able to prioritise multiple tasks with a structured approach
  • You thrive in a challenging and fast paced environment

We have a comprehensive benefits package, including:

  • Holiday entitlement starts at 22 days, rising to 25 days plus bank holidays
  • Onsite parking
  • Up to 5% pension contribution
  • Private healthcare

If you think you would make an excellent and valued member of the Fusion Wealth team and your skills and experience match the job requirements, please forward your CV and Cover letter.


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