Aid Step One's customers for queries and information requests.
Ensure accurate capture of customer and loan-related data during the loan administration process on the in-house system.
Provide relevant statements to customers promptly in accordance with regulatory guidelines.
Adhere to the Company's policies and processes.
Contact customers regarding overdue balances, payments, fees, and charges to ensure informed customer interactions.
Conduct inbound and outbound calls professionally and empathetically, ensuring fair treatment of Step One customers.
Assist customers in arrears by presenting information and available options.
Recognise and identify customer complaints, escalating them appropriately.
Identify 'vulnerable' customers and provide available forbearance options.
Escalate accounts to management when all options to recover monies have been exhausted, and legal action may be required.
Collaborate with the Director of Customer Services on ad-hoc queries.
Report incidents with potential customer impact to the Head of Compliance promptly.
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Training schedule has yet to be agreed. Details will be made available at a later date.Training Outcome:
The role will develop into a permanent post.
Employer Description:Step One was established in 2010 and our mission is to operate an industry leading specialist consumer finance platform built on traditional lending values. Founded from a small office in London, we are now based in Woking, Surrey where our team of qualified professionals offer lending solutions with a personal touch.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Initiative,Motivated,Honesty & Integrity....Read more...
Job Description:
We are working on a fantastic opportunity for a Senior Administrator Trade Processing to join a global financial services firm in Glasgow. In this role, you will be responsible for the production cycle of the team, supporting complex and routine operational activities to ensure client service delivery.
Skills/Experience:
Trade processing experience
Strong working knowledge of policies/procedures and regulations within client delivery and company side
Accuracy and strong attention to detail
Involvement in change initiatives with ability to adapt to an ever-changing environment
Client service skills
Core Responsibilities:
Ensuring a high-quality client service is delivered to all clients, referring complex/technical issues to senior colleagues as appropriate.
Ensuring the service level provided by the team adheres to the Client Service Delivery agreements.
Ensuring procedures are reviewed and updated on a regular basis, passing to senior colleagues for review.
Support external counterparty relationships, providing feedback for performance reviews e.g. brokers and custodians.
Allocating daily workload within the team, providing supervision and technical support to the team administrators.
Support the development and implementation of process improvements.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15880
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a leading financial services firm has an exciting new role for a NAV Oversight Analyst to join their team in Edinburgh. The successful candidate will play a key role in delivering processes and controls, and to be an SME within the team on NAV oversight.
Essential Skills/Experience:
Experience of NAV oversight within asset management and/or asset servicing environment
Proven organisational skills
Strong team player
Strong attention to detail
Excellent problem solver
Experience in producing MI and regular reporting
Core Responsibilities:
Delivery of NAV oversight activities ensuring that effective NAV oversight controls are in place, and the delivery of pricing is accurate.
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Oversight of third-party administrator; including monitoring and recording of the timeliness and quality of deliverables
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate
Preparing procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date
Involvement in project and change activity including fund change, client take on and transition activity
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15794
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Are you a detail-oriented Accounts and Payroll professional? If you have a passion for numbers, a sharp eye for detail, and thrive in a collaborative environment, our client wants to hear from you.CJCH Legal & Compliance Services (CJCH Limited) are looking for a skilled Accounts and Payroll Administrator to join their their global team that values accuracy, collaboration, and innovation in financial processes. Whether you're an experienced full-timer or prefer a part-time schedule (minimum 3 days per week), they've got a place for you.The company are on a mission to protect the digital products and copyrights of their clients worldwide. With over 40 countries in their network, they combat software piracy by ensuring compliance with licensing requirements and safeguarding intellectual property.This isn't just another finance job. At CJCH, you'll:
Work across international markets, managing payments in multiple currencies.Collaborate with a team safeguarding intellectual property on a global scale.Grow your career with exposure to advanced financial systems and reporting.
Work location and office attendance.The role is based at the Cardiff office, and weekly office attendance is required. The successful candidate must be able to attend the office at least twice a week to work with the finance manager and the operations teams.Initially, during onboarding and training, full-time office attendance will be required, and once initial training is completed, a hybrid solution of home and office working is possible.Key Responsibilities:
Accounts Payable (AP) and Accounts Receivable (AR) processing (invoicing) Coordinating the admin of monthly payroll processes - including changes to payroll and payments,Processing staff expenses,Authorisation processes,Processing of payments in multiple currencies (dealing with clients and partners in over 40 countries worldwide),Inter-company transactions (the role operates across multiple companies in the group),Bank reconciliations (Daily, and Monthly),Statement reconciliations,Reconciling banking account transactions with accounting and operating systems,Entering journals into accounting system,Assisting with financial analysis and reporting (weekly, monthly, quarterly),Supporting month end, quarter end, and year end duties and procedures,Resolving queries from internal and external stakeholders accurately and efficiently.
Do You Have What It Takes?They're looking for a professional with:
Proven payroll administration experience (3+ years).Strong accounting software skills (Xero and Sage preferred).A meticulous approach to accounts payable/receivable, bank reconciliations, and financial reporting.Advanced Excel proficiency and attention to detail.Professional communication skills in English (written and spoken).AAT qualification or equivalent experience is a plus.
Bonus: Experience in GAAP and management accounts is a significant advantage. Ready to Apply?Submit your up-to-date CV to us directly, including your email address for contact outside of Indeed. Applications will be reviewed on a rolling basis, so don't wait! Successful candidates will be invited for an interview.Key Details:
Schedule: Monday to FridayBenefits: Additional leave, sick payWork Authorization: Must have the right to work in the UK
Application Deadline: 13/12/2024Take the next step in your career with CJCH and make a global impact in finance and compliance!(No agencies or recruiters, please.)....Read more...
Responsibilities:1. Systems Compliance (EasyBOP)
Maintain and Support: Maintain system usage for office and site-based operational staff. Uphold a ‘Super User’ role in the system with key responsibilities:o Manage system users and security templates (create new users, assign projects and remove permission for users who no longer require access)o Point of contact for trouble shooting and problem solvingo Set up new projects in the system, ensuring that configurations align with project-specific requirements, client needs, and data capture standards to meet compliance obligations.
Data Integrity and Accuracy: Ensure that data captured within the systems by operational teams is accurate, complete, and compliant. Implement checks and procedures to maintain data quality. Support users and operational teams where required to maintain data integrity.
Training and User Support: Provide training sessions and materials to ensure that all users understand and can effectively utilise the system's features. Address user queries and provide technical support as needed.
System-Driven Performance Reports: Create, maintain, and update performance reports using system data. Ensuring data capture is maintained to facilitate project performance reporting and provide weekly project performance reports to operational leads.
2. Business SupportWe provide a resident-focused service and task our onsite operational teams to prioritise face-to-face interactions. As part of this role, you will support our busy customer service team with various administrative tasks:
Appointment Scheduling: Telephone calls to residents to make appointments inline with a booking schedule supplied by our operational teams. Update our process management system with notes on interactions.
Bulk Communications Prepare and organise the bulk distribution of all communications (letters, newsletters, booklets) to residents
Corporate Image Order corporate workwear as and when required including PPE clothing and materials, create and issue ID badges and maintain ID badge register.
3. Compliance
Ensure Adherence to Data Compliance Standards: Ensure that data capture, storage, and reporting within our systems comply with relevant legal and regulatory requirements, such as GDPR or industry-specific standards.
Internal Auditing and Reporting: Conduct regular audits of system data and processes to identify non-compliance issues or areas for improvement. Report findings to management and implement corrective actions.
Compliance Checks: Basic understanding and review of regulatory and compliance certificates required as part of our operational delivery. Perform quality checks on documents uploaded to our systems and verify hold points in our projects. Key documents may include fire stopping and door certificates, building control approvals, and asbestos reports.
Training:Provider: Bromley College of Further and Higher Education.
On programme Training:
Level 3 Business Administrator Apprenticeship Standard.
Level 2 Functional Skills in maths and English.
Institute of Apprenticeship Certificate.
End-Point Assessment (EPA)
Knowledge Training Test.
Skills Test.
Oral Questioning – underpinned by portfolio.
Training Outcome:Further progression may well be available in other areas within our sector, upon successful completion of a Level 3 Business Administration apprenticeship.Employer Description:We specialise in mixed-use sites of from 15 to 150 homes. With strong experience in dealing with heritage assets, we’re happy to take on new-build and refurbishment projects.Working Hours :Monday – Friday, between 09.00-17.00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Provide administrative support and assistance and establish and maintain effective links and professional relationships with all colleagues and other agency services
Maintain all records and files within designated filing systems in line with agency procedures as required
Send out invitations, consultation forms, interview documentation and reports and chase required responses as instructed
Support administrative processes involved in obtaining statutory checks and references, consulting with prospective carers, Form F Assessors and local authorities where necessary, to complete local authority checks for other authorities and agencies as requested and occasional late working for foster panel minute taking
Support in the organisation of training to foster carers and staff, booking rooms and refreshments, liaising with trainers, assisting with the preparation of paperwork, logging attendance and updating all relevant records
Assist with the administration of monthly Support Groups, interviews, consulting with carers, booking rooms and refreshments and logging attendance, and taking notes as required
Support colleagues within the Fostering team with routine admin tasks and receive and relay messages, ensuring that, in the absence of the Fostering Manager and Supervising Social Workers, telephone calls are dealt with appropriately
Produce placement meeting packs to be available for Supervising Social Workers. Ensure all relevant data is recorded and uploaded to Charms following start of a placement
Make up new carer packs for newly approved carers, and child packs for new placements
Create and update catalogue of reference materials and ensure safe storage
Maintain and update manual and computerised administrative systems, including CHARMS, to ensure the effective, accurate and timely retrieval of information
Upload documents, including Local Authority paperwork and children’s monthly reports
Respect the confidential nature of the work and comply with data protection requirements
Be aware of health and safety issues within the working environment and implement Acorn Care’s Health and Safety policy and all other legal requirements in relation to health and safety
Uphold and promote Equal Opportunities and all other policies and procedures relevant to the role
Ensure that all the work undertaken by yourself is conducted to the highest professional standards and achieves Acorn Care’s standards and targets for customer service
Take responsibility for own professional development in the role, actively participating in appraisal and attending all relevant training and development activities
Training:
Level 3 Business Administrator Apprenticeship Standard
Location: 33 Kellaw Road, Yarm Road Business Park, Darlington DL1 4YA
Working 5 days per week inclusive of 1 day per week for study at Darlington College
Training Outcome:After successful completion of the apprenticeship, a long-term position may be considered.Employer Description:Our aim is to provide young people with the opportunities and experiences that will enable them to achieve their full potential. We provide the highest quality of care, so that our young people can overcome their difficulties and focus on the present and their future. It’s our mission to provide a firm foundation, from which they can grow.
Working in partnership with young people, their families and other professionals we aim to create positive outcomes for each individual. Our focus is in line with the outcomes that matter most to children and young people and our values reflect that we work with some of the more vulnerable members of our society. Often we provide care for young people who may experience emotional, behavioural and learning difficulties but we firmly believe that from small ACORNS, big oaks grow so, when Fostering at the Acorns we follow these principlesWorking Hours :Monday to Friday 9am to 5pm with flexibility to suit business needsSkills: Communication skills,IT skills,Organisation skills,Team working,Data Protection knowledge,Professional,Work to deadlines,Target driven,Flexible,CHARMS experience an advantage....Read more...
