Davinia R. Email & Phone Number

London, United Kingdom

London, United Kingdom

Primary Care Support Officer

Croydon, United Kingdom

Administration for Adult Occupational Therapy for NHS and Social Services

Working part of a team providing efficient and professional administrative and training to colleagues and supervisors also providing good customer service.

Beckenham

• Inform employees that e-mail into our enquiry inbox about their shares which they hold with their company and Capita are the registrars for those shares. • Auditing of changes to participant records completed by the offshore processing team and providing feedback if errors are found e.g. change of details, U.S Tax code markers etc.• Data entry on the in-house computer systems and spread sheet.• Providing monthly service level reports to the team manger for a number of clients• Supporting the manager by training new members of staff• Handle complaints in line with company policy and FCA guidelines by escalating to the team manager and Complaints Team..• Responsible for managing deceased participants with approx 60 ongoing cases.• Auditing Team members e-mail to make sure they are providing the correct/relevant information.• Ongoing input into devising and testing new procedural changes, so that the process runs more effectively and efficiently.• Development and ongoing management of monitoring and tracking Excel spread sheets.• Daily administration and management of Share Plan paperwork for tax purposes, changes to personal details and Application Forms• Daily collation of stats and targets, provision of performance plans, training• Compliance with FCA guidelines, HMRC guidelines, risk policy, and training in data protection, treating customers fairly and market abuse.• Carrying out tasks and investigations for management and supervisors to understand specific instances of flaws within the existing process• Observation and analysis of current systems in order to identify any flaws or gaps in the process.• Oversight and active involvement in Share Plan Leaver processes and general administration of Share Incentive Plans for approx 160 Clients• Reporting on data populations, liaising with teams within the department to follow up on delays and ensure the accurate and timely processing of all leavers