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SS&C

Cloud-based SaaS for financial operations

Document Management Senior Administrator

Office Clerical & RecordsConfirmed live in the last 24 hours
Full-timeChelmsford, UKNo salary listed

About the Job

Requirements

  • Strong administration experience with excellent attention to detail and accuracy.
  • Ability to organise and prioritise workloads in a fast-paced operational environment.
  • Flexible approach with the ability to support multiple processes and operational activities.
  • Ability to work effectively as part of a team.
  • Strong problem-solving and investigative skills.
  • Ability to follow documented procedures while maintaining high levels of accuracy and control.
  • Good written and verbal communication skills.
  • Competent use of Microsoft Office applications.

Responsibilities

  • Complete cheque receipting activities, accurately reconciling funds and maintaining required controls.
  • Manage cheque exception processes, including maintaining logs, investigating outstanding items and ensuring actions are completed within required timescales.
  • Process pension transfer and warranty form documentation received through physical and electronic channels.
  • Use SS&C-owned Chorus Wealth and Bluedoor operational systems to complete tasks accurately and efficiently.
  • Maintain accurate records and documentation across multiple systems, ensuring a complete audit trail is retained.
  • Log, reconcile and monitor incoming share certificates and associated documentation.
  • Process Anti-Money Laundering and legal document returns in accordance with established procedures and controls.
  • Retrieve, collate and prepare documentation required for Pull requests and other client requirements.
  • Print, match and quality-check customer correspondence and supporting documentation before release or despatch.
  • Investigate and resolve outstanding work items, escalating issues appropriately where required.
  • Respond to operational queries in a professional and timely manner.
  • Organise and prioritise daily workloads to meet deadlines across multiple processing activities.
  • Work collaboratively with Team Leaders and colleagues to identify training opportunities and improve operational effectiveness.
  • Support additional operational activities as required to achieve overall team objectives.

Desired Qualifications

  • Previous experience within financial services administration.
  • Experience working within a regulated operational environment.
  • Knowledge of pension, investment or wealth administration processes.
  • Experience processing financial transactions or customer documentation.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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