MUFG Pension & Market Services
Administrator, Transfer Team
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Overview
The Administrator, Transfer Team, will be based on a hybrid basis from our city centre office in Leeds. This means you’ll need to be within a commutable distance of the office to enable you to be in each week with the team.
You will assist in the administration of SIP Transfers, supporting the wider SIP Transfers and Custody Team with any other associated tasks when required.
You will liaise with brokers to arrange trade/settle the movement of stick and complete stick withdrawals, in addition to dealing with transfer outs from Share Incentive Plans (SIPs).
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, a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year
- Health, wellbeing and lifestyle rewards that can be tailored to support you and your family. Everything from: Employee Assistance Programme; 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 programme
- Company Pension Scheme
- Life Assurance
- Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave
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 liaise with internal colleagues, external clients and SIP participants to create and develop strong, positive and engaging work relationships
- An ability to work under pressure and to tight deadlines within a supportive team
- Excellent attention to detail and accuracy in all situations
- An understanding of Microsoft Office (Word, Excel, Outlook), and an ability to learn new systems
- Self-understanding with the drive and desire to improve your own core skills and knowledge
- An engaging, supportive individual, with drive and desire to do a good job and support the team as and when required
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Nice to have
- Financial Services experience would be advantageous
Day to Day, you will:
- Take responsibility for the execution of transfer requests for the Share Plans we administer, ensuring you adhere to departmental procedures, HMRC, Stock Exchange and FCA guidelines and Trustee rules
- Escalate any client money related issues immediately so that relevant action may be taken to stop or resolve a breach
- Professionally deal with both telephone and email enquiries, requests and complaints from SIP participants, internal colleagues and clients, whilst adhering to internal procedures and ensuring calls referred by the CSC are responded to within 48 hours
- Ensure cash differences are highlighted by regular bank account reconciliations, stock differences and <8 weeks are highlighted during monthly stock reconciliations and transfer requests are settled within 8 weeks of the original request being received
- Apply CASS understanding to the work processed with the required spreadsheets being completed and producing accurate monthly and ad-hoc reports for clients
- File updated sales, transfers and purchase paperwork and ensure they are archived
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
About MUFG Pension & Market Services
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
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Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.
Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
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