Mid-Office Support - FTC 6 Months

Summary of Role

To support the existing ACMA/RM team in managing client requests, undertaking administrative support, and carrying out system-related activities to ensure continuity of service and operational efficiency.

Main Tasks

• Support the ACMA/RM and BDM team by picking up workloads during periods of absence or when colleagues are on company business, including inbox and ticketing management, to ensure continuity of service for key customers.
• Act as a second line of defence for ACMAs by providing administrative and system support, enabling ACMA/RMs to focus on client engagement.
• Respond to or escalate Level 2 queries on behalf of ACMA/RMs when unavailable, and support ad hoc requests relating to the existing portfolio.
• Engage directly with customers via email and phone when required to maintain service standards.
• Support the team with new business activities, including driving through limit decisions for prospects, ledger matching, and producing various ad hoc reports (e.g., CRA, Marketo).
• Develop a strong working knowledge of key systems, processes, and departments, including Compass, Ticketing, Workflows, and Contacts, to manage workloads efficiently and ensure requests are responded to swiftly.
• Maintain a high level of customer focus at all times and ensure any challenges or risks are flagged to the management team as they arise.

What We Are Looking For

• Organisational Skills: Strong organisational skills with the ability to prioritise and manage multiple tasks effectively.
• Ticket Management: Ability to manage Level 2 tickets assigned to absent ACMAs, ensuring timely resolution and continuity.
• Administrative Accuracy: Efficient and accurate processing of administrative requests, with strong attention to detail.
• Communication: Strong verbal and written communication skills with a customer-focused approach.
• Stakeholder Engagement: Ability to engage upwards and cross-functionally across teams and departments.
• Learning Agility: Willingness and ability to learn and engage with a broad range of technical topics, systems, and processes.
• Technical Proficiency: Proficiency in Excel, Outlook, Teams, and other key IT systems.

What We Offer

• Life Assurance: Comprehensive life assurance plan.
• Health Cash Plan: Support for your wellbeing.
• Income Protection: Financial security in unforeseen circumstances.
• Hybrid Working: Flexibility to work remotely and in-office.
• Employee Share Incentive Plan: Opportunity to participate in a share incentive plan.
• Insurance Discounts: Discounts on insurance through the Allianz Partnership.
• Additional Benefits: Additional benefits to support your personal and professional growth.

We are seeking candidates who are naturally curious and have a keen interest in technology and innovation. As we navigate the future, we value individuals who are eager to stay updated with the latest digital trends and advancements. The ideal candidate should demonstrate a proactive approach to learning and adapting to new tools and technologies, especially Artificial Intelligence (AI) powered tools, showcasing a forward-thinking mindset that aligns with our vision for growth and progress.