Our client, a leading wealth management company are looking for a Data Management Administrator to join the successful company.

This role would suit a candidate with a strong client focus driven to deliver a quality service, whilst identifying areas for efficiencies.

KEY RESPONSIBILITIES:

• To manage the input of data into the central database, ensuring that it is accurate and correctly recorded
• To update and/or amend any discrepancies found within the database promptly
• To ensure that new business details are added to the database promptly and accurately
• To ensure that business closures are recorded in the database
• To ensure that accurate reports of data are extracted from the database
• To ensure that the National Risk Assessment returns are completed and submitted accurately and on time
• To ensure that FATCA/CRS Reports are submitted accurately and on time
• To ensure that tax details of clients are accurately recorded in the database
• To ensure that self-certificates received from clients are completed accurately and match with our understanding of the client
• To ensure that residence details are updated as required
• To provide reports of any missing data for completion

QUALIFICATIONS AND EXPERIENCE:

• Proven ability to collect, organise, analyse and disseminate significant amounts of information with attention to detail and accuracy
• An understanding of the Codes of Practice including robust knowledge of FATCA/CRS and NRA requirements
• 3 years Financial Services experience with good administration skills
• Evidence of Continuous Professional Development

SKILLS AND ATTRIBUTES:

• Strong attention to detail
• Ability to manage and communicate effectively with a range of internal clients
• Problem solving aptitude, with the ability to see the finer details at the same time as being able to focus on the big picture, long term solutions and delivery
• Has a commercial outlook, follows procedures
• Innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies
• Manages regulations and risk
• Demonstrable active learning, and evidence of shared learning
• Collaborative team player