Platform Administrator

Confidential

City of Edinburgh

On-site

GBP 17,000 - 25,000

Full time

14 days+
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Job summary

Meraki Talent are supporting a global investment client to appoint Platform Administrators for long-term temporary contracts. You will provide excellent client administration for a platform of advisers and their clients, ensuring accurate processing and filing of data.

Applicants should come from a Financial Services background with proven experience handling customer records. Proficiency in MS Word, Excel and Outlook is required, and the role offers an immediate start in a fast-paced

Qualifications

  • Financial Services background with experience processing customer data.
  • Proficient in MS Word, Excel and Outlook.

Responsibilities

  • Preparing pension statements
  • Log completed statements in line with requirements
  • Processing lump sum allowances
  • Maintaining accurate client data
  • Working to set SLA's
  • Following set procedures, in line with client requests and timescales.

Skills

Financial services background
Data processing
MS Office proficiency

Tools

MS Word
MS Excel
Outlook

Job description

Meraki Talent are supporting a global investment client, who are looking to appoint a number of Platform Administrators for long term temporary contracts.

As part of this role you will be responsible for providing excellent client administration for a platform of advisers, and their clients.
Applicants should have come from a Financial Services background, where you have gained experience in processing accurate customer and client data.

Key duties will include;

  • Preparing pension statements
  • Log completed statements in line with requirements
  • Processing lump sum allowances
  • Maintaining accurate client
  • Working to set SLA's
  • Following set procedures, in line with client requests and timescales.

It is imperative applicants have worked within a fast paced Financial Services environment, where they have a proven track record in processing accurate customer records. Additionally, applicants should be able to work well with external parties, maintaining excellent communication.

Applicants should be proficient in MS Office, and be comfortable using MS Word, MS Excel and Outlook.

This is temporary position, offering an immediate start.

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