Administrator, Transfer Team

Overview:

The Administrator, Transfer Team, will be based on a hybrid basis from our city centre office in Leeds.  This means you’ll need to be within a commutable distance of the office to enable you to be in each week with the team.

You will assist in the administration of SIP Transfers, supporting the wider SIP Transfers and Custody Team with any other associated tasks when required.

You will liaise with brokers to arrange trade/settle the movement of stick and complete stick withdrawals, in addition to dealing with transfer outs from Share Incentive Plans (SIPs).

You’ll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services.  You’ll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries.  There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that.

Benefits:
26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year

Health, wellbeing and lifestyle rewards that can be tailored to support you and your family.  Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme

Appreciate programme: Employee recognition programme

Company Pension Scheme

Life Assurance

Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave

What you need:

As with any role, we want to find the right person and we want to make sure you know it’s the right role for you too.  You therefore need:

•    Excellent written and verbal communication skills with the ability to liaise with internal colleagues, external clients and SIP participants to create and develop strong, positive and engaging work relationships

•    An ability to work under pressure and to tight deadlines within a supportive team

•    Excellent attention to detail and accuracy in all situations

•    An understanding of Microsoft Office (Word, Excel, Outlook), and an ability to learn new systems

•    Self-understanding with the drive and desire to improve your own cores skills and knowledge

•    An engaging, supportive individual, with drive and desire to do a good job and support the team as and when required

Nice to have:

•    Financial Services experience would be advantageous

Day to Day, you will:

•    Take responsibility for the execution of transfer requests for the Share Plans we administer, ensuring you adhere to departmental procedures, HMRC, Stock Exchange and FCA guidelines and Trustee rules

•    Escalate any client money related issues immediately so that relevant action may be taken to stop or resolve a breach

•    Professionally deal with both telephone and email enquiries, requests and complaints from SIP participants, internal colleagues and clients, whilst adhering to internal procedures and ensuring calls referred by the CSC are responded to within 48 hours

•    Ensure cash differences are highlighted by regular bank account reconciliations, stock differences and <8 weeks are highlighted during monthly stock reconciliations and transfer requests are settled within 8 weeks of the original request being received

•    Apply CASS understanding to the work processed with the required spreadsheets being completed and producing accurate monthly and ad-hoc reports for clients

•    File updated sales, transfers and purchase paperwork and ensure they are archived

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.