Absa - Administrator Linked Investments AIMS(C)

London, United Kingdom

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Date live: 15/10/2023

Business Area: Barclays International

Area of Expertise: Legal

Reference Code: 00275107

Contract: Permanent/Regular

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Purpose of the job

Review, evaluate and process client investment instructions received via the workflow system (FYI) and capture the information as indicated on the client investment instruction on the system and facilitate the authorisation thereof in order to meet the Service Level Agreement (SLA) as prescribed by Absa Investment Management Service (AIMS)

Key Responsibilities

•Review client investment instructions, capture and authorise as per agreed mandate
•Identify, investigate and escalate outstanding requirements or incomplete documentation
•Scan and file all client documentation
•Reconcile clients' investment instructions to Payment File and submit for processing
•Draft and send confirmation letters to client
•Draft non-scripted legal documents for internal and external stakeholders and submit for second review verification
•Process wrap rebalances to re-align portfolio as per client or Advisor's instruction
•Draw bulk processing schedule and determine which runs must be run
•Prepare pre-reports prior to a specific run
•Monitor the run continuously to ensure completion of the run
•Ensure payment of the funds to clients
•Create a debit order rejection .txt file and upload onto the aimsintranet
•Verify the automated debit order rejection process has uploaded reversal transaction
•Investigate, resolve and communicate the outcome of client complaints, commission and payment queries
•Facilitate the resolution of any tax queries
•Investigate, correct and provide feedback as per set agreed turnaround times
•Complete the Reconciliation Fix Form and submit the approved Form for processing.
•Prepare client claim files for submission to Client Services department
•Print the policy documents and distribute to the Advisor, consultant or client
•Forward internal and external correspondence to external stakeholders as per SLA and legislative requirements

More about working at Barclays

Our approach to hybrid working ensures there’s the right balance of working alongside colleagues at our onsite locations, as required for each role. For business areas that offer a hybrid working experience, this will be in a structured way, where colleagues work at an onsite location on fixed, ‘anchor’, days of the week. Some roles may require full onsite working. Please discuss the working pattern requirements for the role you are applying for with the hiring manager.

We continue to embed and review our hybrid working environment and remain in a phase of testing and learning. This means that working arrangements could change, with reasonable notice, to align with the needs of our business.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re committed to providing an inclusive culture and environment, that recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees globally to work flexibly empowers each of us to work in a way that suits our lives, as well as enabling us to better service our customers’ and clients’ needs.

Our approach to working flexibly is designed to support you to balance your life and to accommodate diverse needs, whilst still allowing us to meet our business needs. If you’d like to request a flexible working arrangement, please discuss this with your hiring manager.

We're committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 - Your application
Step 2 - Your assessment
Step 3 - Your interview
Step 4 - Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click here to learn more.

Find out more information here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

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