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Location: Newcastle

Salary: £22,000

Job Type: Permanent

Job ID: 169067

Administration role in Newcastle city centre for a 6 month contract with the potential to go permanent.

About the Role:

  • Must be able to demonstrate experience in Financial Services Role

  • Ideally gained in Transfer Administration position, with exposure to transferring assets/cash from other institutions

  • Exposure to Avaloq Smart Client or Altus Transfer Gateway (ATG) highly desirable

  • Experience of a range of Account types (GIA, ISA, Charity etc.), Asset types (Funds, Equities, Bonds etc.) and Custodians (Clearstream, CREST, BoNY, etc.)

  • Experience of previous system replacement projects advantageous

Skills needed for this role

  • Must be IT literate

  • Accurate data entry skills

  • Ability to adapt to new systems

  • Flexible and highly motivated

  • Positive "can do" attitude

  • Organisational, time-management and communication skills critical


Principal Activities

  • Take ownership of role and share expertise with others.

  • Assist with the efficient running of the team to ensure a high level of client service

  • Demonstrate personal commitment to the successful and accurate completion of tasks

  • Document and update team procedures in line with audit and regulatory requirements

  • Use experience to provide advice and support to team members and contribute to the development of the team

  • Assist in the teams quality, accuracy and productivity measures

  • Support the Manager in production of relevant MI

  • Work with Manager to identify areas for continuous improvement to working practices

  • Support delivery of projects where appropriate

  • Demonstrate personal integrity and ensure confidentiality at all times

  • Take ownership for driving own personal development in line with company values

  • Proactively contribute to your interim and annual reviews with Manager

  • Use experience to support coaching and training of other staff members

  • Adapt to industry and business changes

  • Maintain an open line of communication with team, Management and clients

  • Escalate issues to Manager when required and suggest practical solutions

  • Participate in effective meetings

  • Understanding of the Risk and Controls Self-Assessment (RCSA), AAF and CASS controls within team.

  • Proactively identify and escalate potential risks and suggest practical solutions

  • Ensure timely reporting of all Operational Issues, Risks and Near Misses

  • This list is not exclusive and you may be requested to carry out additional duties to those above.


  • Experience within the Financial Services Industry

  • Proficient in Microsoft Office particularly Excel

  • Training/coaching and development of others

  • Experience in a Client service environment