Overview:
The fixed term 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, ensuring they are delivered on time. The events include 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. There will be a need to conform to all regulatory obligations, including but not limited to the FCA CASS rulebook and the SMCR regime.
Please note: This role is a 12month fixed term contract 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, 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
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
- 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.
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.
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.
