Administrator, Share Plan Events
Hcmn Cx_1001 · United Kingdom · hybrid
Overview:
The Administrator, Share Plan Events, will join the Events team within Operations, who have responsibility for implementing share plan events that are client or participant facing, ensuring data is accurate, communications to participants are sent on time and that events are managed according to scheduled timetables.
The role holder will manage client facing events, including onboarding new clients that span SIP, SAYE or Discretionary based share plans, share grants and vests, free share awards and corporate actions on share plans, ensuring they are delivered on time. There will be a need to conform to all regulatory obligations, including but not limited to the FCA CASS rulebook and the SMCR regime.
The role is based on a hybrid basis from our city centre office in Leeds.
You’ll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services. You’ll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that.
Benefits:
26 days annual leave, plus a wellbeing day and a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year
Parental leave and Gender Transition leave
Health, wellbeing and lifestyle rewards and discounts that can be tailored to support you and your family. Everything from: Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme
Appreciate programme: Employee recognition for colleagues demonstrating our values
Company Pension Scheme and Life Assurance
Employee Assistance Programme
Talent Referral Programme
Medical insurance
Learning & Development – Development opportunities at your fingertips via self-paced learning and access to LinkedIn Learning
What you need:
As with any role, we want to find the right person and we want to make sure you know it’s the right role for you too. You therefore need:
• Excellent written and verbal communication skills, with the ability to listen and articulate information effectively
• Strong administration and interpersonal skills
• The ability to build and maintain relationships with clients and internal colleagues
• A client focussed attitude with a strong customer service ethic
• The ability to work as part of a team, or on your own as required
• The drive and desire to meet or even exceed objectives
• An ability to adapt and evolve, constantly seeking to improve processes by problem solving and suggesting positive changes
Nice to have:
• The Investment Operations Certificate (IOC), or ICSA Certificate Share Plans (ICSA) preferred, but not essential
Day to Day, you will:
• Develop and maintain strategic relationships with clients, providing them with help and guidance when required
• Assist with and organise daily operational activity to ensure it is completed accurately and within a timely manner in line with scheme or plan rules, showing an awareness of regulatory requirements and any applicable terms and conditions
• Develop and maintain strategic relationships with clients
• Create and manage timetables for all major Share Plan events, such as grants, awards, vests, maturities and expiry of options
• Escalate any client concerns and ensure they are resolved swiftly with a positive outcome
• Create and send shareholder or employee documentation relating to events
• Collate and validate elections from participants
• Create trade spreadsheets by using Excel formulas and instructions to Brokers
• Update internal systems and input data as required
• Maintain transaction reporting and trade order capturing
• Ensure compliance with any regulatory or statutory requirements, industry codes and practices
• Ensure adherence to MURG Pension & Market Services information security policies, in addition to all other core policies and standards
• Review local procedures to ensure that continuous improvements are achieved, risk minimised, changing business/industry trends followed
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.