Financial Documents Processing Specialist

Ss&c Technologies, Inc.; Chelmsford; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Professional development opportunities

Competitive holiday and benefits

Comprehensive training and ongoing dev

Job summary

SS&C is seeking a Document Processing Administrator to join our DMD Output Processing team in Chelmsford. This full-time, office-based role supports cheque processing, pension transfer documentation, AML documentation and related administrative workflows in a fast-paced financial services environment.

You will manage documentation across multiple systems, maintain audit trails, prioritise workloads to meet service levels, and collaborate with Team Leaders to improve efficiency.

Qualifications

• Strong administration experience with excellent attention to detail and accuracy.
• Ability to organise and prioritise workloads in a fast-paced operational environment.
• Strong work ethic and commitment to delivering high-quality outcomes.
• Good written and verbal communication skills.

Responsibilities

• Complete cheque receipting activities, accurately reconciling funds and maintaining required controls.
• Manage cheque exception processes, including maintaining logs, investigating outstanding items and ensuring actions are completed within required timescales.
• Process pension transfer and warranty form documentation received through both physical and electronic channels.
• Utilise operational systems including SS&C owned Chorus Wealth and Bluedoor to complete tasks accurately and efficiently.
• Maintain accurate records and documentation across multiple systems, ensuring a complete audit trail is retained.
• Log, reconcile and monitor incoming share certificates and associated documentation.
• Process Anti Money Laundering and Legal document returns in accordance with established procedures and controls.
• Retrieve, collate and prepare documentation required for Pull requests and other client requirements.
• Print, match and quality-check customer correspondence and supporting documentation prior to release or despatch.
• Investigate and resolve outstanding work items, escalating issues appropriately where required.
• Respond to operational queries in a professional and timely manner.
• Organise and prioritise daily workloads to meet deadlines across multiple processing activities.
• Work collaboratively with Team Leaders and colleagues to identify training opportunities and improve operational effectiveness.
• Support additional operational activities as required to ensure overall team objectives are achieved.

Skills

Attention to detail

Time management

Teamwork

Communication

Problem-solving

Organisational skills

Tools

Microsoft Office

Job description

SS&C is seeking a Document Processing Administrator to join our DMD Output Processing team in Chelmsford. This full-time, office-based role supports cheque processing, pension transfer documentation, AML documentation and related administrative workflows in a fast-paced financial services environment.

You will manage documentation across multiple systems, maintain audit trails, prioritise workloads to meet service levels, and collaborate with Team Leaders to improve efficiency.