£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
Benefits
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
Data Administrator, Bath (BW-2011)
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