Administrator, Transfer Team
Administrator, Transfer Team

Administrator, Transfer Team

Leeds Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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Link Group Ltd

At a Glance

  • Tasks: Assist in SIP Transfers and support the Custody Team with various tasks.
  • Company: Join a global leader in financial services with a supportive culture.
  • Benefits: 26 days annual leave, health rewards, and family-friendly policies.
  • Why this job: Gain valuable experience in finance while working in a dynamic, hybrid environment.
  • Qualifications: Strong communication skills and attention to detail are essential.
  • Other info: Opportunities for career growth and skill development in a collaborative team.

The predicted salary is between 36000 - 60000 £ per year.

Overview

Administrator, Transfer Team, will be based on a hybrid basis from our city centre office in Leeds. You will assist in the administration of SIP Transfers, supporting the wider SIP Transfers and Custody Team with any other associated tasks when required. You will liaise with brokers to arrange trade/settle the movement of stick and complete stick withdrawals, in addition to dealing with transfer outs from Share Incentive Plans (SIPs). You’re joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career.

Benefits

  • 26 days annual leave, plus a wellbeing day, a volunteer day, and bank holidays. Opportunity to buy up to 5 days extra each year.
  • Health, wellbeing and lifestyle rewards tailored to support you and your family.
  • Employee recognition programme, Company Pension Scheme, Life Assurance.
  • Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave.

What You Need

  • Excellent written and verbal communication skills with the ability to liaise with internal colleagues, external clients and SIP participants.
  • Ability to work under pressure and to tight deadlines within a supportive team.
  • Excellent attention to detail and accuracy in all situations.
  • Understanding of Microsoft Office (Word, Excel, Outlook), and ability to learn new systems.
  • Self-understanding with drive and desire to improve your own core skills and knowledge.
  • Engaging, supportive individual with drive and desire to do a good job and support the team as and when required.

Nice to have

  • Financial Services experience would be advantageous.

Day to Day

  • Take responsibility for the execution of transfer requests for the Share Plans we administer, ensuring you adhere to departmental procedures, HMRC, Stock Exchange and FCA guidelines and Trustee rules.
  • Escalate any client money related issues immediately so that relevant action may be taken to stop or resolve a breach.
  • Professionally deal with both telephone and email enquiries, requests and complaints from SIP participants, internal colleagues and clients, whilst adhering to internal procedures and ensuring calls referred by the CSC are responded to within 48 hours.
  • Ensure cash differences are highlighted by regular bank account reconciliations, stock differences and monthly stock reconciliations and transfer requests are settled within 8 weeks of the original request being received.
  • Apply CASS understanding to the work processed with the required spreadsheets being completed and producing accurate monthly and ad-hoc reports for clients.
  • File updated sales, transfers and purchase paperwork and ensure they are archived.
  • The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

About MUFG Pension & Market Services

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets safely, securely and responsibly.

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Administrator, Transfer Team employer: Link Group Ltd

MUFG Pension & Market Services is an exceptional employer, offering a supportive and dynamic work environment in the heart of Leeds. With a strong focus on employee wellbeing, generous leave policies, and numerous opportunities for professional development, you will be part of a collaborative team that values innovation and excellence. Join us to enhance your skills while contributing to meaningful financial services that empower individuals and communities.
Link Group Ltd

Contact Detail:

Link Group Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Administrator, Transfer Team

✨Tip Number 1

Network like a pro! Reach out to current employees at MUFG or in similar roles on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.

✨Tip Number 2

Prepare for the interview by practising common questions related to administration and SIP transfers. We recommend role-playing with a friend to boost your confidence and refine your answers.

✨Tip Number 3

Show off your skills! Bring examples of your attention to detail and communication prowess to the interview. Real-life scenarios can demonstrate how you handle pressure and tight deadlines.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step.

We think you need these skills to ace Administrator, Transfer Team

Excellent written and verbal communication skills
Attention to Detail
Ability to work under pressure
Understanding of Microsoft Office (Word, Excel, Outlook)
Self-motivation and desire to improve core skills
Engaging and supportive attitude
Financial Services experience
Knowledge of HMRC, Stock Exchange and FCA guidelines
Client relationship management
Bank account reconciliations
CASS understanding
Report generation
Problem-solving skills
Time management

Some tips for your application 🫡

Show Off Your Communication Skills: Since you'll be liaising with various stakeholders, make sure your written application highlights your excellent communication skills. Use clear and concise language to demonstrate how you can effectively convey information.

Attention to Detail is Key: In this role, accuracy is crucial. When crafting your application, double-check for any typos or errors. A polished application reflects your attention to detail, which is something we value highly at StudySmarter.

Tailor Your Application: Make your application stand out by tailoring it to the specific role. Mention relevant experiences that align with the responsibilities of the Administrator, Transfer Team position. This shows us you're genuinely interested in the role and understand what it entails.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.

How to prepare for a job interview at Link Group Ltd

✨Know Your Stuff

Make sure you understand the basics of Share Incentive Plans (SIPs) and the role of an Administrator in this context. Brush up on relevant financial regulations and guidelines, as well as the specific tasks mentioned in the job description. This will show your potential employer that you're genuinely interested and prepared.

✨Showcase Your Communication Skills

Since excellent written and verbal communication is key for this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you resolved issues or handled complaints professionally, as these will resonate well during the interview.

✨Demonstrate Attention to Detail

Be ready to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a difference, especially in high-pressure situations. This will highlight your ability to meet tight deadlines while maintaining quality.

✨Ask Insightful Questions

Prepare thoughtful questions about the team dynamics, training opportunities, and the company culture. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you. Plus, it demonstrates your proactive approach to learning and development.

Administrator, Transfer Team
Link Group Ltd
Location: Leeds
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