Platform Rec & Controls Administrator

Job Description Summary

Job Description

Platform Reconciliations & Controls Administrators X2

Fixed-Term Contracts – 12 months

Location: Witham (typically 2 days in the office per week, 3 from home)

Salary: A competitive salary from £24,880 - £37,320, depending on the experience you can bring.

Closing date: 21/10/2024

Our team are focused on providing retirement, investment and workplace savings to over 3.8 million customers. To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

We are looking for 2 Platform Reconciliations and Controls Administrators to join our Platform Investment Admin function, within the Income and Assets Team. To deliver in these roles, you must have a good knowledge of reconciliations processes and the associated regulations. The individual must have a flexible, can-do approach, taking full responsibility for each customer transaction.

In these roles, you will have responsibility for running and maintaining core team processes including CASS 6 Custody internal and external Reconciliation for all nominee companies, break investigation, ad-hoc matching, distribution processing, bank interest processing. Process management of exceptions arising from reconciliation, this is typically, the result of processing failures that require investigation and a solution outside the standard model.

Key Tasks

• Take responsibility for own development and work towards completing capability matrix measures and actively seek to build a full working knowledge of all ends to end processes of the platform.
• Work of colleague’s quality assured to ensure that errors are minimised, and the customer receives the best quality service. As required and determined by the knowledge and experience of the job holder, support the development of Platform Centre colleagues by providing structured coaching and mentoring support for less experienced team members to ensure their training experience is enhanced and knowledge is shared across the Platform Centre.
• Responsible for recommending changes to procedures, process and technology and participating in their implementation to improve the customer experience, reduce risk and maximise efficiency.
• Keep up to date with the rapid changes to the Platform proposition, regulations, and AEGON’s strategic direction.
  
  

We’d love to hear from you if you have:

• Demonstrable skills in delivering an excellent customer service experience.
• Experience delivering exceptional customer service at all times to meet the needs of the customers and business.
• Strong communication (both written and verbal)
• Collaborates with others in the team and department to deliver the required outcome for the customer and business
• Strong Attention to detail.
• Adherence to procedures and process.
• Financial services experience.
• A knowledge of reconciliations within Financial Services.
• Resilience, remaining calm and patient in challenging situations
• Previous experience of working in a Platform or Mutual Funds environment is desirable.
  
  

What’s in it for you?

• A non-contributory pension between 8%-12%
• A discretionary bonus, depending on personal and company performance
• 34 days leave per year (including bank holidays, pro-rated for part-time)
  
  

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.

Sound good? You know what to do… click the "Apply" button and see where it can take you.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer: 

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.