Benefits Payroll Administrator
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описание
задачи
- Vet incoming requests for new and amended income payments
- Ensure all client money received is identified and matched promptly.
- Process payments across various banking systems.
- Input new client bank account details accurately onto internal systems.
- Process reports to identify potential issues with upcoming payments
- Close client SIPPs in accordance with established procedures.
- Create and process MPAA letters
- Process newly established income fees
- Cancel standing orders and disinvestments as required
- Input new money movements onto internal systems
- Monitor and manage the team mailbox, ensuring queries and requests are dealt with promptly.
- Build and maintain effective working relationships with internal departments and key stakeholders.
- Ensure all internal service levels and deadlines are consistently met.
- Escalate issues, delays and exceptions to the Team Manager where appropriate.
- Proactively identify potential risks or control issues within the department and escalate concerns appropriately.
- Contribute to the continuous improvement of Benefit Payroll processes and ways of working.
- Ensure all work is completed in line with company procedures, regulatory requirements and relevant controls.
требования
Personal Attributes
The successful candidate will be:
условия
The Benefits Payroll Administrator plays an important role within the Benefits Payroll Team, supporting the effective administration of paying client income and ensuring that requests are processed accurately, efficiently and within agreed timescales.
Working within a busy operational environment, the role involves processing a range of transactions relating to clients’ Self-Invested Personal Pensions (SIPPs), while also supporting internal teams with income-related queries.
The successful candidate will be highly organised, detail-oriented and comfortable working to tight deadlines, with a strong focus on accuracy, risk awareness and customer service.
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
навыки
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