Koyel Dutta

Platform Administrator @Aegon

Edinburgh, GB

Facilitate client transfers in a timely manner through a means of contacting ceding providers, clients, and independent financial advisors to gather all relevant information before processing payments. • Efficient in dealing with multiple platform propositions such as SIPP, ISA, and GIA. • Ensure no breaches occur by processing payments in line with FCA and CASS guidelines while keeping up to date with legislation. • Liaise with other departments to answer any ad-hoc client queries. • Facilitate asset sell downs, trade buys and fund switches at request of IFA’s. • Quality check employees work to ensure work is of a high standard in line with company benchmark. • Process manual transactions to pay adviser charges, phase into multiple investment strategies and corrective adjustments. • Bed & ISA requests to move client money internally to utilize ISA subscriptions. • Ability to use PEGA workflow system and back-office Composer (Citrix) to a high standard.• Full vetting, processing and quality checking of client Cheque and BACs applications.• Processing internal fund switches and Investment funds to ISA applications.• Quality checking of variety of different money in application forms.• Processing and answering a wide variety of internal and external queries for all products.• Raising and monitoring work for extra work to be completed by other internal departments.• Answering Internal and external client queries via telephone and email.