At a Glance
- Tasks: Process and validate shareholder documents while providing analytical support to clients.
- Company: Join a leading financial services firm with a commitment to excellence.
- Benefits: Fixed-term contract with competitive pay and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real difference in client services.
- Qualifications: Strong communication skills, attention to detail, and teamwork experience required.
- Other info: Flexible working environment with a focus on personal development.
The predicted salary is between 28800 - 43200 £ per year.
Applications from Liverpool and Bournemouth will be accepted.
Overview
Responsible for dealing with all aspects of processing and reporting, primarily validating and processing shareholder documents and the provision of analysis information for client companies and/or advisers as required.
Key Accountabilities and main responsibilities
- Operational Management
- Ensure that all tasks are carried out by the required deadline, whether it be processing documents on a last day or ensuring that entitlements are posted on the due date.
- Escalate problems to supervisor or manager in a timely manner.
- Ensure that personal targets are completed within the set timescales.
- Collate and validate documents upon receipt, including where applicable balancing payments received and to record items clearly in the relevant control logs.
- Regularly monitor CREST message instructions.
- Ensure that all work is processed in a timely manner bearing in mind the published timetable for each event.
- Complete all checking to a high accurate standard with the objective of minimising errors.
- Maintain a pro-active approach to training in order to meet personal training objectives.
- Reviewing department processes and procedures and suggesting improvements.
- Utilise PC applications to prepare daily management information reports.
- Undertake other routine duties allocated by the Supervisor or Manager.
- Reflect the company’s core values through demonstrating positive behaviours in relation to colleagues, stakeholders and clients.
- Support other staff within the department in completion of their daily tasks.
- Ensure that all tasks are completed in accordance with current procedures and regulatory requirements.
- Demonstrate an understanding and commitment to the principles of Treating Customers Fairly, in accordance with MUFG’s TCF Policy.
Experience & Personal Attributes
- Good communication and customer service skills.
- Work well in a team setting.
- Flexible approach to working.
- Excellent accuracy and attention to detail.
- Working with Change.
- Proactive and self-motivated.
- Planning and organisation.
- Technical awareness.
- Regulatory awareness.
- PC Literate with knowledge of Microsoft Word, Excel, Outlook and Access packages.
- Relevant business exams, such as IOC, ICSA or IAQ would be highly regarded.
- Previous experience in a similar operational supervisory/management role would be advantageous.
- Creative Cushon experience preferred but not essential.
Technical Specialist 15 Month Fixed Term Contract employer: Link Group
Contact Detail:
Link Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Specialist 15 Month Fixed Term Contract
✨Tip Number 1
Network like a pro! Reach out to people in your field on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Technical Specialist role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to operational management. We suggest doing mock interviews with friends or using online resources to boost your confidence and nail those tricky questions.
✨Tip Number 3
Show off your skills! Bring examples of your previous work or projects that demonstrate your attention to detail and accuracy. We want to see how you’ve tackled challenges in the past, especially in processing and reporting.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Technical Specialist 15 Month Fixed Term Contract
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Technical Specialist role. Highlight your experience with processing documents and your attention to detail, as these are key aspects of the job.
Show Off Your Skills: Don’t forget to mention your communication and customer service skills! We love candidates who can work well in a team and have a flexible approach, so make sure to showcase these traits in your application.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to see your relevant experience and achievements at a glance.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Link Group
✨Know Your Stuff
Make sure you understand the key responsibilities of a Technical Specialist. Brush up on processing and reporting shareholder documents, and be ready to discuss how you’ve handled similar tasks in the past. Familiarity with regulatory requirements will definitely give you an edge!
✨Show Off Your Attention to Detail
Since accuracy is crucial for this role, prepare examples that showcase your attention to detail. Think about times when you caught errors or improved processes. This will demonstrate your commitment to high standards and minimising mistakes.
✨Be a Team Player
This position requires good communication and teamwork skills. Be ready to share experiences where you supported colleagues or contributed to team success. Highlighting your flexible approach and ability to work well with others will resonate well with the interviewers.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s processes and how they handle challenges. This shows your proactive attitude and genuine interest in improving operations. Plus, it gives you a chance to assess if the company culture aligns with your values.