Services Administrator Job Description

Services Administrator Job Description

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Services administrator provides leadership to peers, management, and customers in relation to data engineering principles, technologies, methods and best practices across a broad spectrum of DE disciplines.

Services Administrator Duties & Responsibilities

To write an effective services administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included services administrator job description templates that you can modify and use.

Sample responsibilities for this position include:

Mitigate financial/reputational risk by ensuring appropriate controls are developed and maintained in compliance with regulatory requirements or company policies
Processes customer returns according to established policies and procedures
Comply with the organization’s legal and financial policies, and other internal controls
Process music license requests, pick-ups, licenses
Keep track and approve product costs associated with product creation
Provide administrative support for the Customer Services Representatives
Liaise with investors to ensure subscription proceeds are provided timely
Reconcile the subscription/redemption bank account daily, and notify all discrepancies to Supervisor
Prepare wire transfers to Prime Brokers, Investors and for payment of fees
Prepare investor reports, including but not limited to, Investor Statements and Contract Notes for distribution to investors

Services Administrator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Services Administrator

List any licenses or certifications required by the position: CPR, SPHR, PHR, ITIL, HR, BLS, CCNP, CCNA, AED, PKI

Education for Services Administrator

Typically a job would require a certain level of education.

Employers hiring for the services administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Nursing, Management, Health Administration, Business/Administration, Education, Business, Graduate, Healthcare, Administration, Health

Skills for Services Administrator

Desired skills for services administrator include:

Correctional custody methods and techniques
Pertinent facility rules
Principles and practices of management
Principles and practices of supervision and training
Regulations and standards
HR processes and systems
Policies
Program objectives
Applicable court orders
Correctional laws

Desired experience for services administrator includes:

Proficiency in Adobe In Design preferred
Speaks Cantonese a plus
Please denote whether desired or preferred) *
Primary Skillset Needs
Familiarity with Life assurance / pensions industry is a distinct advantage
Strong IT skills - any experience in Moneyadvice or CRM is an advantage

Services Administrator Examples

1

Services Administrator Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of services administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for services administrator
  • Prepare investor audit requests
  • Establish good working relationship with other departments
  • Maintain and update employee records on the HR and Payroll systems as required in an accurate and timely manner
  • Maintains positive and encouraging working relations with all Executive Chauffeurs and high-level Executives
  • Coordinates travel and manages logistics for all Executive travel
  • Responsible for scheduling the dispatch for all Executive Chauffeurs to designated assignments as needed
  • Responsible for coordinating multiple tasks to ensure completion and accuracy for all dispatch requests and scheduled appointments
  • Schedules meetings, travel and transportation, driver assignments books hotel accommodations for high-level Executives as needed
  • Provides constant communications of service issues to appropriate personnel and departments, both internal and external
  • Develops and provides analysis of dedicated routes and schedules
Qualifications for services administrator
  • Leaving Certificate, Certificate or Diploma Qualification at Third Level/Primary Business Degree desirable
  • Minimum of one year's experience in Fund Administration / Experience in Alternative Transfer Agency Operations would be desirable
  • Accounting, Finance, Legal or Business Degree
  • Pro-active with good Ability to multi-task, and work as part of a team on own initiative
  • Must be focused and results orientated
  • Advanced knowledge in Excel and Outlook 2013
2

Services Administrator Job Description

Job Description Example
Our innovative and growing company is hiring for a services administrator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for services administrator
  • Previous relevant fund industry knowledge useful (but not essential)
  • Ensure all activities are being completed and delivered within agreed timeframes and to a high quality standard
  • Quality/2nd checks on output from the team
  • Ensure Target Funds deadline are strongly followed to avoid to miss a trade date
  • Ensure quality and timeliness around all reporting activities
  • Ensure all queries are managed effectively
  • Ensure procedures are updated and adhered to and where necessary define them
  • Participate in business improvement and client integration projects
  • Ensure the escalation communication to the Management in case of operational issues and risks
  • Ensure a particular attention on Hedge Fund Process
Qualifications for services administrator
  • Demonstrate the ability to work on own and within a team and will be willing to assist with any tasks when required
  • We are looking for applicants that are focused on progressing their career within a large and diverse organization
  • A strong customer focuses with a commitment towards delivering a great service to a wide variety of internal and external stakeholders
  • Demonstrates ability to learn fast
  • Demonstrates passion and determination to deliver accurate results in a timely manner
  • A team player who is able to work flexibly and contribute new ideas where improvements can be made to processes
3

Services Administrator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a services administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for services administrator
  • Enforce all client policies related to Tuition Reimbursement and will be asked to approve/decline tuition reimbursements related to the policy compliance
  • Assist staff and advisers, with taxation policies and procedures
  • Manage and follow cash processes with various counterparties
  • Respond to internal queries and external queries in a timely manner
  • Provide high quality internal client service or to external stakeholders by responding promptly and accurately to all queries received by the Team, in accordance with agreed timeframes
  • Dealing directly with the client if necessary, where specialist knowledge is required, using a consultative partnership approach
  • Advice manager of all issues, suggest resolution where possible and escalate as appropriate
  • Ensure that recurring client issues are noted, resolved and advised to management
  • Maintenance of all shareholder information to specified service standards
  • Feedback to Team Leaders/Supervisors where standards may be compromised
Qualifications for services administrator
  • Offer constructive feedback to resolve complex issues
  • Liaison and resolution of enquiries from Shareholders and third party agents via correspondence or telephone
  • Assist in the maintenance of operational filing, record keeping and destruction of items
  • Maintain and develop working relationships with other departments enabling completion of tasks and queries
  • Attention to detail and commitment to producing complete, concise and accurate administration records
  • Resolution of internal and external telephone enquiries
4

Services Administrator Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of services administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services administrator
  • Assist other teams and departments when required, as workload and skills allow
  • Ensure work is prioritised and actioned accordingly, paying particular attention to priority Companies and Record dates
  • Periodic filing and general house-keeping
  • Provide guidance to Account Executives on business processes, procedures, and systems
  • Review customer/partner legal agreements to understand operational requirements
  • Validate customer purchase orders for completeness and consistency
  • Process orders and conduct invoicing, ensuring accuracy and lead time expectations are met
  • Troubleshoot and resolve order management and billing issues
  • Process Credit & Rebills
  • Assist with other administrative duties as required
Qualifications for services administrator
  • Leaving Certificate and Degree
  • Knowledge of the schedule creation process
  • Ability to learn system applications that will be used to further enhance the Receptionist/Administrative Assistance position, excel, word, 360, etc…
  • Innovative – Creates and delivers professional and fresh materials and approaches to our clients and team to further differentiate our team and firm
  • Track, process and reconcile all corporate action responses received from advisors daily within required timeframes set and advise of any discrepancies
  • Maintain accurate & precise records of clients investments daily
5

Services Administrator Job Description

Job Description Example
Our innovative and growing company is looking for a services administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for services administrator
  • Reviews and coordinates corrections based on control reports
  • Monitor and maintain Sell List for Prospectus Delivery
  • Mailing of certificates, contracts and prospectus delivery for certain products upon first dollar
  • Monitor rejection emails from outside vendors and take action accordingly
  • Monitor internal rejection emails/reporting and take action accordingly
  • Monitor Fiduciary Service, Prospectus Delivery, Deminimis, WMSI and Millennium Trust files
  • Reconcile reporting received from vendors to pay monthly
  • Coordinates activities associated with the typical workplace floor, and conference rooms, including greeting guests, scheduling rooms, maintaining acceptable appearances, coordinating food service, and setting up/breaking down for special events
  • Anticipates all end user needs and resolves problems quickly and efficiently
  • Acts as an independent reviewer to ensure policy compliance
Qualifications for services administrator
  • Knowledge of EASY a plus
  • Computer literacy in Microsoft Office required
  • Previous experience with a Property Management System an asset
  • Strong interpersonal, detail orientation and problem solving abilities
  • A minimum of 2-3 years’ work experience in a role which involves handling of complex customer service issues
  • Exposure to computerised HR and/or payroll information systems

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