Data Administrator, Bath (BW-2011)
Location
Bath, Somerset | United Kingdom
Job description
£23,000 - £30,000 plus excellent benefits including discretionary bonus
Hybrid working, office based 3 days, home based 2 days
Our client is a nationwide Financial Advisory firm that provide pension and investment advice to both private and corporate clients.
In this role you will provide systems and data administration support to the IT & Systems Manager and wider business, through a wide variety of tasks and activities. This is a full-time permanent role with some travel on occasion to other company offices.
Key Responsibilities & Main Tasks
Systems Support
- Reviewing, actioning and updating IT Tickets on the Internal Ticketing system and keeping staff up to date with progress.
- Provide day to day technical support and troubleshooting on a variety of internal systems.
- Complete monthly IT security checks following a report from the IT Support provider and ensure all line managers are notified and follow up on any outstanding training required.
- Undertake monthly system license reviews across internal systems to make sure only active staff have access.
- Supporting new starters and ensuring necessary access to software and cloud-based systems including Online Providers in a timely manner.
- Removing leavers from all relevant systems in a timely manner and collect all IT hardware prior to leave date.
Data administration - Support the IT & System Manager with system data reviews by carrying out manual data cleansing projects, inputting correct or missing information into systems.
- Take a proactive approach ensuring system data is accurate and up to date; Identifying and correcting additional areas that need cleansing.
- Update Company SharePoint sites with any changes and new documents as requested by departments across the business and approved by the IT & Systems Manager.
- Running bulk daily client data valuation uploads on back-office system.
- Support the IT & Systems Manager with the creation and maintenance of master lists to cover company hardware, software licences and access rights.
IT and Systems Department Support - Support the IT & Systems Manager with the testing of new process and policy documentation to support growing company needs.
- Ensure system and IT documents and policies are up to date and amended when required.
- Support the IT & Systems Manager with annual reviews and research of company hardware and software licences.
- Support the IT & Systems Manager with manual office technology changes such as changes in office layout, new meeting room technology and office relocations.
About You Essential
- Experience of working with Microsoft Office products including Word, Excel and Outlook, or similar tools.
- Experience of working with online systems/software and data inputting
- Attention to detail on large amounts of data.
- Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
- Ability to consistently deliver within service standards.
- Excellent organisational skills, flexible and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Accuracy and attention to detail to balance demands of role
Desireable - Experience of working with SharePoint and Power Automate
- Previous experience of working in similar role
- Experience of working in a small to medium sized financial services environment
- Experience of working in an environment of significant change
- Experience of working with Intelligent Office or a similar back-office system
- Knowledge of Financial Services Industry or IT experience.
- Commercially focused
- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.
Our consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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