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For Companies At a Glance
- Tasks: Assist clients with online queries and administrative support in a fast-paced environment.
- Company: Transact is a leading UK investment platform focused on client-centric financial services.
- Benefits: Enjoy competitive pay, bonuses, health insurance, and flexible leave options.
- Why this job: Join a collaborative team that values innovation and customer service in the finance sector.
- Qualifications: Ideal for graduates or entry-level candidates with customer service experience and a passion for finance.
- Other info: We promote diversity and encourage applications from all backgrounds.
The predicted salary is between 30000 - 42000 £ per year.
We are now recruiting for an exciting opportunity to join our Adviser Support team on a permanent basis as an Online Support Administrator.
The Role
This role involves providing immediate Transact Online (TOL) assistance to all our clients including advisers, Discretionary Investment Managers (DIMs) and investors. Administrative duties relating to the Sales Support and Client operations areas are a core part of the role to support advisers. As well as ensuring that all queries are answered in a polite, timely and accurate manner to foster and strengthen relationships with our existing advisers and their staff.
Responsibilities include:
- Supporting advisory professionals and DIMs via our Livechat answering TOL queries.
- Providing reactive and immediate needs TOL assistance via Co-browse function, to all of our user base.
- Assisting in TOL related adviser queries received via secure email and dealing with literature requests from advisers and their staff.
- Recognising, qualifying and forwarding Co-Browse leads to both the field based sales team and Online Support Managers.
- Assisting with the testing and release of new functionality both on our internal system and TOL, as well as assisting in the creation of ad-hoc reporting.
- Supporting new business queries from advisory professionals and being the point of contact for our DIM users.
- Promoting and increasing the usage of TOL with our users and encouraging users to self-serve.
- Supporting the business with the creation, maintenance and administration of new adviser firms, advisers, secondary users, DIMs, Networks, Appointed Representatives, Trading Styles and Remote Data Service companies.
- Creating new passwords and sending out password letters to the Transact user base.
Person Specification
The Online Support Administrator role would be ideal for a graduate or entry level administrative professional who has an understanding of the UK Financial services/Investment Industry; any familiarity with wrapper products would also be beneficial. Customer Service is at the heart of the Transact purpose, so a candidate who has experience in this area is essential and any experience managing relationships with financial advisers would be desirable. A can-do attitude is vital for success in this busy role as well as remaining calm under pressure.
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.
About Us
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.
As a customer-centric and client focused business, we put our clients at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose: We enable families and their advisers to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £64 billion of funds under direction on behalf of over 8,000 advisers and 235,000 investor clients (as at September 2024).
Equal Opportunities
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Online Support Administrator employer: Transact
Contact Detail:
Transact Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Online Support Administrator
✨Tip Number 1
Familiarise yourself with Transact Online (TOL) and its functionalities. Understanding how the platform works will not only help you answer queries more effectively but also demonstrate your initiative and eagerness to learn during the interview.
✨Tip Number 2
Brush up on your customer service skills, especially in a financial context. Be prepared to discuss specific examples of how you've successfully managed client relationships or resolved issues in previous roles, as this is crucial for the Online Support Administrator position.
✨Tip Number 3
Research the UK Financial Services and Investment Industry, particularly focusing on wrapper products. This knowledge will give you an edge in understanding the needs of advisers and DIMs, making you a more attractive candidate.
✨Tip Number 4
Prepare to showcase your ability to remain calm under pressure. Think of scenarios where you've had to handle multiple tasks or challenging situations simultaneously, as this will resonate well with the fast-paced nature of the role.
We think you need these skills to ace Online Support Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Online Support Administrator role. Highlight your relevant experience in customer service and any familiarity with the UK Financial services/Investment Industry in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your administrative skills, ability to manage relationships, and any experience with financial advisers or investment products.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your background makes you a great fit for supporting advisory professionals and DIMs.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role. A polished application reflects your professionalism.
How to prepare for a job interview at Transact
✨Understand the Role
Make sure you thoroughly read the job description and understand the responsibilities of an Online Support Administrator. Familiarise yourself with Transact Online (TOL) and how it assists clients, as this will help you answer questions confidently.
✨Showcase Customer Service Skills
Since customer service is at the heart of the role, prepare examples from your past experiences where you've successfully managed client relationships or resolved issues. Highlight your ability to remain calm under pressure and your 'can do' attitude.
✨Familiarity with Financial Services
Brush up on your knowledge of the UK financial services and investment industry. If you have any experience with wrapper products, be ready to discuss it, as this could set you apart from other candidates.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your interest in the role and the company. You might want to ask about the team dynamics, training opportunities, or how success is measured in the position.
