ISA Administrator

Recruiter
Sharon Gay Associates
Location
London, South East England
Salary
29000.0000
Posted
19 Jun 2017
Closes
19 Jul 2017
Contract Type
Permanent
Hours
Full Time

Reporting to ISA Manager - to provide and execute a high standard of administrative support to the ISA team and department

Key Areas of Responsibility:

The job holder will be involved in overseeing all aspects of ISA Accounts including:

  • processing all periodic HMRC claims and returns - ISA10, ISA14, ISA25
  • maintaining all records in a format suitable for inspection by HMRC
  • dealing with all matters relating to voiding or repairing plans
  • monitoring and resolving plans that go into debit
  • checking and monitoring stock eligibility
  • investigating and answering client requests in a timely and accurate manner
  • liaising with and advising other internal areas, including Front Office, on all matters related to the ISA regulations
  • resolving queries raised and recognising any control failures and remedial actions required
  • identifying operational improvements within the team and assisting the Accounts Manager to effect change
  • assisting in the collation and production of Management Information including evidencing key risk control effectiveness

Money Laundering Reporting Responsibilities

To promote awareness of Anti-Money Laundering Rules and to ensure compliance within the Department.

Qualifications

  • Good standard GCSE or equivalent, including maths

Experience Required

  • Experience of working in an ISA focused role with administrative duties.

Knowledge and Skills

  • General knowledge of ISA regulations
  • Proven ability to multi task
  • Ability to perform calmly and efficiently under pressure
  • Strong IT literacy skills and good working knowledge of Word, Excel and Outlook
  • Strong organisational skills.
  • Proven accuracy and attention to detail.
  • Strong flexibility to help out where/when needed.
  • Ability to work to deadlines.
  • High standard of customer/client service.
  • Ability to work on own initiative to manage their workload.
  • Able to communicate with clients, Investment Managers and other Operational staff to resolve issues in a confident, professional and assertive manner.