Services Administrator Job Description
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:
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:
Desired experience for services administrator includes:
Services Administrator Examples
Services Administrator Job Description
- 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
- 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
Services Administrator Job Description
- 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
- 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
Services Administrator Job Description
- 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
- 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
Services Administrator Job Description
- 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
- 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
Services Administrator Job Description
- 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
- 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