Client Data Administrator in Southampton

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative.

About the role:

Be part of a team of committed professionals that provide an expert driven service of excellence to clients both internally and externally.

Key responsibilities

• Administrative Support: Provide essential administrative assistance to client-facing teams.
• Database Maintenance: Maintain client databases and accurately update individual/company information.
• Compliance: Prepare and complete evidential records to ensure full compliance with both internal and external procedures.
• Fraud Checks: Complete outbound fraud checks with clients, investors, and third-party companies with the support of a Mentor.
• Workload Management: Manage personal workloads to deliver quality results within deadlines.
• Performance Goals: Achieve agreed SMART Objectives and KPIs.
• IT Systems Utilisation: Utilise multiple IT systems to ensure accurate data capture, including FIA, Investment Café, PearOnline, Intralinks, Viewpoint, and Yardi.
• Problem Solving: Demonstrate an open mind to potential solutions when problem-solving to achieve positive outcomes.
• Team Collaboration: Build collaborative relationships, embrace diverse opinions, and share knowledge with the team.
• Training Completion: Complete all probationary training requirements, ensuring competency met and the skills matrix completed. Complete all mandatory training activities within the given timeframe.
• Training Support: Ensure training support documentation is utilised for client-specific requirements.
• Group Values: Demonstrate the shared values of the Group: Bright, Caring, Passionate, Responsible, Unified.

Operational Excellence:

• Utilise training support documentation and update it as required for client-specific requirements.
• Oversee the induction, integration, and training of new team members.
• Utilise multiple IT systems (e.g., FIA, Banking Hub, Investment Café, PearOnline, Intralinks, Viewpoint, Yardi) to ensure accurate data capture.
• Act as an escalation point for Administrators and Client Facing Teams as needed.
• Stay up to date with internal processes and procedures that impact the team and be aware of future changes.
• Demonstrate the shared values of the Group: Bright, Caring, Passionate, Responsible, Unified.
• Undertake other duties as directed by management.

Skills, knowledge, expertise:

• An interest in the financial services industry and experience as a data administrator or similar is desirable but not essential.
• Strong organisational skills with attention to detail.
• Computer literacy skills are essential.
• Microsoft package skills are essential.
• Excellent communication and interpersonal skills.
• Ability to work autonomously as well as collaboratively within a team.

We will provide in-house training for relevant technical knowledge to provide you with a greater understanding of the team’s role. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues is at the heart of what we do.

Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.