Job Title: Intermediate Representative – Wrapper Management Grade: F Department: Wrapper Management Location: Liverpool Who we are: For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of approximately $37 trillion financial assets of the world’s leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world’s largest banks through our markets franchise Serving family offices and high net worth individuals through our wealth management franchise Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers About BNY Mellon's Pershing BNY Mellon’s Pershing is a leading provider of clearing and custody services that is uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional firms outsource to Pershing for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting. Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc., Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, and Pershing Limited. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing. Position Summary: Responsible for undertaking all aspects of SIPP/ISA and general administration including new business processing, transfers and contributions, ongoing servicing, calculating, paying benefits, outgoing payments, incoming payments, subscriptions, static data, account opening/closing, deceased, undertaking regular / mandatory reviews and calculating death benefits. The role includes handling client and member enquiries in a professional and conscientious manner, demonstrating high levels of accuracy and customer service at all times. Adheres to internal procedures, controls and regulatory requirements at all times. Maintains high quality member records and administering all transactions in a timely manner. Works in a flexible, co-operative manner with team members to deliver high quality service. Draft written correspondence and quality checks work completed by other administrators. Provides team leadership for the day-to-day operations of client processing support team. Processing complaints at the earliest opportunity with a positive attitude, addressing the true root cause and implementing effective corrective action in order to prevent re-occurrence. Identifies reporting risks and breaches immediately to the Operational Manager and/or the Operational Risk and Compliance Departments. Makes suggestions to continually enhance service delivery, improve processes and reduce potential complaints and business risks. Undertakes self education on new products and changes to system and documentation, and communicate such developments to the administration team. Project input to new pension products, system testing and design. Completes any other duties as required. Qualifications Primary Responsibilities: Leads the day-to-day activities Process all aspects of ISA/Pension and general administration Handles complex client inquiries and requests. Keeps up-to-date with ISA/Pension regulation. Supports the achievement of team objectives. Experience & Qualifications: Excellent attention to detail, prioritisation and time management required Good working knowledge of Excel, Word & Access Knowledge of pension regulation is desirable Client focused with a willingness to understand and assist with complex client queries Working knowledge of Nexus, Teamworks & Document Management System desirable Good understanding of ISA’s/pensions and the tax regime in which they operate BNY Mellon is an Equal Employment Opportunity Employer. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United Kingdom-Merseyside-Liverpool Job: Operations Internal Jobcode: 70610 Organization: Pershing International-HR16947 Requisition Number: 2118296