Select how often (in days) to receive an alert: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Job Title: Front of House & Events Administrator Department: Shared Services Location: Liverpool Contract Type: 12 month secondment / fixed term contract The Role To provide the delivery of consistent and high-quality Front of House (FOH) and Events services (encompassing both reception services and client hospitality) for the assigned office, which includes the provision of face to face client visits, colleague queries, events support and coordination and room booking processing across the Group. Outcomes of the Role Responsible for providing a professional, efficient switchboard service, ensuring calls are answered in a timely, courteous manner, announcing calls, and taking messages. Provide a professional meet and greet service to clients and external visitors. Process room bookings: organising details and catering as per request, liaising with IT and facilities where needed. Ensure client areas and meeting rooms are always maintained to a high standard, raising any issues with your line manager. Approve catering requests on condeco confirming details with the requestor or host. Prepare, present, and serve food and beverages when requested, assisting with clear down of the rooms and kitchen. Assist with events within Rathbone Hall Carry out any other duties associated with the role of FoH Administrator as requested by your line manager Knowledge, Skills and Experience To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. To build and maintain a professional service to meet the needs of our clients and external contacts. To communicate in an effective and positive manner, recognising the role is the voice of the company, whilst adopting a flexible and adaptable approach. To understand the professional services Rathbones, offer to clients and potential new business. Develop and maintain an awareness of the organisational structure and the risks involved when dealing with client data and demonstrate business awareness. To understand and comply with the requirements of our regulators, as they impact upon the business. To demonstrate detailed job knowledge and expertise in own area and capably answer technical questions from clients or colleagues. To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information. To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors. To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain calm under pressure and continue to work productively and in a focussed way. To demonstrate a methodical and consistent approach toward work and build systematic work processes into activities and tasks. Follow company policy and adhere to recommended working practices. To take responsibility for continuing one's own professional development. To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times. Preparation of client meeting rooms to an agreed format and standards ensuring any faults or observations are reported to your line manager. Take daily receipt of sandwich / food deliveries. Preparation of sandwiches, accompaniments, crockery, cutlery and glassware to agreed presentation standards and service to the meeting room at the time requested. Strong communication and interpersonal skills, with the ability to work effectively with cross functional teams. Knowledge of Agile methodologies and experience working in Agile environments is a plus. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Dec 08, 2025
Full time
Select how often (in days) to receive an alert: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Job Title: Front of House & Events Administrator Department: Shared Services Location: Liverpool Contract Type: 12 month secondment / fixed term contract The Role To provide the delivery of consistent and high-quality Front of House (FOH) and Events services (encompassing both reception services and client hospitality) for the assigned office, which includes the provision of face to face client visits, colleague queries, events support and coordination and room booking processing across the Group. Outcomes of the Role Responsible for providing a professional, efficient switchboard service, ensuring calls are answered in a timely, courteous manner, announcing calls, and taking messages. Provide a professional meet and greet service to clients and external visitors. Process room bookings: organising details and catering as per request, liaising with IT and facilities where needed. Ensure client areas and meeting rooms are always maintained to a high standard, raising any issues with your line manager. Approve catering requests on condeco confirming details with the requestor or host. Prepare, present, and serve food and beverages when requested, assisting with clear down of the rooms and kitchen. Assist with events within Rathbone Hall Carry out any other duties associated with the role of FoH Administrator as requested by your line manager Knowledge, Skills and Experience To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. To build and maintain a professional service to meet the needs of our clients and external contacts. To communicate in an effective and positive manner, recognising the role is the voice of the company, whilst adopting a flexible and adaptable approach. To understand the professional services Rathbones, offer to clients and potential new business. Develop and maintain an awareness of the organisational structure and the risks involved when dealing with client data and demonstrate business awareness. To understand and comply with the requirements of our regulators, as they impact upon the business. To demonstrate detailed job knowledge and expertise in own area and capably answer technical questions from clients or colleagues. To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information. To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors. To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain calm under pressure and continue to work productively and in a focussed way. To demonstrate a methodical and consistent approach toward work and build systematic work processes into activities and tasks. Follow company policy and adhere to recommended working practices. To take responsibility for continuing one's own professional development. To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times. Preparation of client meeting rooms to an agreed format and standards ensuring any faults or observations are reported to your line manager. Take daily receipt of sandwich / food deliveries. Preparation of sandwiches, accompaniments, crockery, cutlery and glassware to agreed presentation standards and service to the meeting room at the time requested. Strong communication and interpersonal skills, with the ability to work effectively with cross functional teams. Knowledge of Agile methodologies and experience working in Agile environments is a plus. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support their Financial Planners. The role involves close collaboration with clients to ensure excellent service outcomes and the maintenance of client records. The company offers opportunities for professional growth and supports a diverse workplace culture. Candidates with recent experience in financial advisory services will find this role rewarding.
Dec 08, 2025
Full time
A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support their Financial Planners. The role involves close collaboration with clients to ensure excellent service outcomes and the maintenance of client records. The company offers opportunities for professional growth and supports a diverse workplace culture. Candidates with recent experience in financial advisory services will find this role rewarding.
We here at Siamo Recruitment are thrilled to be working with one of the UKs top wealth management firms, recognised for its high standards and forward thinking-approach. The Finacial Services Adminstrator role offers a fantastic opportunity to gain a well-rounded understanding of the business by providing support across the entire team click apply for full job details
Dec 08, 2025
Full time
We here at Siamo Recruitment are thrilled to be working with one of the UKs top wealth management firms, recognised for its high standards and forward thinking-approach. The Finacial Services Adminstrator role offers a fantastic opportunity to gain a well-rounded understanding of the business by providing support across the entire team click apply for full job details
Who we are interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers. For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs. We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights. What we stand for It's simple we want to help people confidently take control of their financial future, for interactive investor to go from strength to strength and be a workplace where we can all thrive. Our customer driven approach and bold values sit at the heart of this. We are honest, straight talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate and encouraged to fight for what we believe is right for our customers, our teams, ourselves and interactive investor. Purpose of the role We are recruiting for an Operations Administrator to join our Operations team. This Operations Administrator role is responsible for the effective processing of tasks within the Operations department, this includes but not exhaustive to Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will also include building good relationships with both internal departments and external stakeholders. Responsibilities will include providing the highest quality service to our customers and answering queries from the Customer Services department and dealing with email/phone queries from customers that relate to Operational processes. Key Responsibilities Timely processing of tasks and queries, with a high degree of accuracy. Provide outstanding customer service to meet the requirements of both internal and external customers. Make customer contact via appropriate mediums to enable straight through processing, where appropriate. Adherence to the regulations that apply to the area that you are working in. Escalate identified risks and unresolved issues, providing accurate information to support the investigation. Ensure corrective or preventative actions are treated with priority. Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality. Be part of the departmental telephone query team to support all queries and requests from internal customers. Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit. Confident in delivering an efficient, consistent and high-quality service to our customers. Flexibility to move between tasks as business needs require. Maintain the organisation's first line of defence by ensuring adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance. Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework. Support the team with ensuring departmental procedures are up to date. Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role Provide Management Information, as and when required. Provide support as needed, in order to assist in delivering team objectives. Skills & Experience Required Detailed knowledge of departmental processes and purpose. Detailed understanding of internal systems used within the department and how they impact the client journey. Ability to use initiative and problem solving skills to creatively resolve issues and find solutions. Advanced communication skills - ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels. Sharing information in a clear and professional manner. Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring. Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities. Ability to adapt to a changing regulatory environment. Demonstrate flexibility, to move between different tasks and at short notice to support business requirements. Advanced ability to deal with high volumes of processing work and stay calm under pressure. Display emotional resilience when handling difficult situations, whilst always maintaining a high level of accuracy. Ability to think holistically and creatively in delivering operational change in line with a defined strategy/ vision. Knowledge of the business objectives, products and processes and consistently demonstrate ii values. High degree of PC literacy - navigate a broad range of internal systems, advanced knowledge of MS Office applications. Knowledge of the Financial Services Sector - specifically Wealth Management. Knowledge of the regulatory and legislative environment and associated risks that require managing. Understand FCA rules in particular CASS rules and the principles of Treating Customers Fairly. Understand the regulatory environment and associated risks that require managing. Use the Training & Competence scheme, to maintain the appropriate knowledge, skills and expertise to carry out the role competently, including the timely completion of all mandatory and recommended training. Minimum of 2 years' experience working within an administration environment. Personal Attributes STRAIGHT TALKING MOVING WITH SPEED OWNING THE OUTCOME Clear communicator Strong team player Demonstrated passion and drive for delivering the best outcome Moving with speed - delivering faster and better Decisive and take ownership of outcomes Not afraid to challenge and be open to challenges
Dec 08, 2025
Full time
Who we are interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers. For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs. We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights. What we stand for It's simple we want to help people confidently take control of their financial future, for interactive investor to go from strength to strength and be a workplace where we can all thrive. Our customer driven approach and bold values sit at the heart of this. We are honest, straight talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate and encouraged to fight for what we believe is right for our customers, our teams, ourselves and interactive investor. Purpose of the role We are recruiting for an Operations Administrator to join our Operations team. This Operations Administrator role is responsible for the effective processing of tasks within the Operations department, this includes but not exhaustive to Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will also include building good relationships with both internal departments and external stakeholders. Responsibilities will include providing the highest quality service to our customers and answering queries from the Customer Services department and dealing with email/phone queries from customers that relate to Operational processes. Key Responsibilities Timely processing of tasks and queries, with a high degree of accuracy. Provide outstanding customer service to meet the requirements of both internal and external customers. Make customer contact via appropriate mediums to enable straight through processing, where appropriate. Adherence to the regulations that apply to the area that you are working in. Escalate identified risks and unresolved issues, providing accurate information to support the investigation. Ensure corrective or preventative actions are treated with priority. Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality. Be part of the departmental telephone query team to support all queries and requests from internal customers. Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit. Confident in delivering an efficient, consistent and high-quality service to our customers. Flexibility to move between tasks as business needs require. Maintain the organisation's first line of defence by ensuring adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance. Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework. Support the team with ensuring departmental procedures are up to date. Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role Provide Management Information, as and when required. Provide support as needed, in order to assist in delivering team objectives. Skills & Experience Required Detailed knowledge of departmental processes and purpose. Detailed understanding of internal systems used within the department and how they impact the client journey. Ability to use initiative and problem solving skills to creatively resolve issues and find solutions. Advanced communication skills - ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels. Sharing information in a clear and professional manner. Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring. Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities. Ability to adapt to a changing regulatory environment. Demonstrate flexibility, to move between different tasks and at short notice to support business requirements. Advanced ability to deal with high volumes of processing work and stay calm under pressure. Display emotional resilience when handling difficult situations, whilst always maintaining a high level of accuracy. Ability to think holistically and creatively in delivering operational change in line with a defined strategy/ vision. Knowledge of the business objectives, products and processes and consistently demonstrate ii values. High degree of PC literacy - navigate a broad range of internal systems, advanced knowledge of MS Office applications. Knowledge of the Financial Services Sector - specifically Wealth Management. Knowledge of the regulatory and legislative environment and associated risks that require managing. Understand FCA rules in particular CASS rules and the principles of Treating Customers Fairly. Understand the regulatory environment and associated risks that require managing. Use the Training & Competence scheme, to maintain the appropriate knowledge, skills and expertise to carry out the role competently, including the timely completion of all mandatory and recommended training. Minimum of 2 years' experience working within an administration environment. Personal Attributes STRAIGHT TALKING MOVING WITH SPEED OWNING THE OUTCOME Clear communicator Strong team player Demonstrated passion and drive for delivering the best outcome Moving with speed - delivering faster and better Decisive and take ownership of outcomes Not afraid to challenge and be open to challenges
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Primary liaison between other supporting departments within the Bank, such as Central Loan Processing, Loan Documentation, Collateral Services, Compliance, Treasury Management and Deposit Operations. Responsible for providing day to day support to the lending team including coordinating loan closing, organizing customer files, monitoring financial documents and supporting all lending initiatives. Generates new business through cross-selling activities with existing commercial clients to other areas of the Bank including Wealth Management, Insurance, Mortgage and Retail. Performs record keeping functions including payment processing and balancing. Acts as first point of contact with loan customers and responsible for providing a high level of customer service. A Senior Loan Administrator is responsible for training new commercial Loan Administrators and providing guidance and training, as needed, to other Loan Coordinators. Responsibilities Assists loan officers by preparing various documents such as sending notices, preparing past due correspondence, ordering credit bureau reports and appraisals and preparing customer correspondence. Assists loan officers in gathering information for new loan requests and submits loan requests and supporting documentation to Central Loan Processing. Maintains a strong knowledge of the Bank's loan policy. Works independently handling accounts of larger size and complexity and/or larger volume of accounts. Maintains customer's credit file in an orderly and accurate manner while in their possession. Forwards new loans and updated documentation to Post Closing to be archived on Director. Reviews files for appropriate documents and responsible for following up on exceptions. Effectively communicate and work with In-House Legal Counsel, Outside Legal Counsel to gather pertinent due diligence items to ensure closing deadlines are met efficiently. Greet customers and prospective customers, directing them to the appropriate personnel. Interact, both verbally and written, with clients to collect data, documents, and assist with various general customer service requests (i.e. payments, advance requests, wire requests, amortization schedules, address changes account history). Assists customers with questions, balance information, payments, line of credit advances, payoff quotes and tax reporting calculations on a continuous basis. Effectively plan for upcoming workflow and maintain very organized paper and electronic files Process annual renewals, new loan requests and loan modifications independently and maintain pace with month end, quarter end and year end volume levels Obtain all pre-closing documentation requirements, such as payoff requests, title work, flood search / letter, appraisals, entity documents, Certificate of Beneficial Ownership, corporate searches, UCC searches, insurance, surveys, environmental reports, credit reports for new loans, renewals and modifications. Review loan documents prior to closing to ensure no changes to loan documents were made at closing without approval per policy. Monitor and assist in clearing exception items. Provide back-up support for other Loan Administrators during vacations and other high-volume periods. Retrieves information requested for credit ratings and loan confirmations. Prints, reviews and distributes a variety of management reports. Completed required training associated with job function. Qualifications Education & Experience Bachelor's Degree preferred 5+ years of experience working with commercial loans required Prior knowledge and understanding of commercial real estate and commercial industrial loans required. Skills Effectively and proficiently use all required / necessary software applications (Word, Excel, Outlook, Jack Henry, Director). Proven knowledge and experience of lending function, loan system and Premier system. Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner. High level of interpersonal skills to interact with customers and potential customers in a professional manner. High level of knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Total Rewards Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Dec 05, 2025
Full time
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Primary liaison between other supporting departments within the Bank, such as Central Loan Processing, Loan Documentation, Collateral Services, Compliance, Treasury Management and Deposit Operations. Responsible for providing day to day support to the lending team including coordinating loan closing, organizing customer files, monitoring financial documents and supporting all lending initiatives. Generates new business through cross-selling activities with existing commercial clients to other areas of the Bank including Wealth Management, Insurance, Mortgage and Retail. Performs record keeping functions including payment processing and balancing. Acts as first point of contact with loan customers and responsible for providing a high level of customer service. A Senior Loan Administrator is responsible for training new commercial Loan Administrators and providing guidance and training, as needed, to other Loan Coordinators. Responsibilities Assists loan officers by preparing various documents such as sending notices, preparing past due correspondence, ordering credit bureau reports and appraisals and preparing customer correspondence. Assists loan officers in gathering information for new loan requests and submits loan requests and supporting documentation to Central Loan Processing. Maintains a strong knowledge of the Bank's loan policy. Works independently handling accounts of larger size and complexity and/or larger volume of accounts. Maintains customer's credit file in an orderly and accurate manner while in their possession. Forwards new loans and updated documentation to Post Closing to be archived on Director. Reviews files for appropriate documents and responsible for following up on exceptions. Effectively communicate and work with In-House Legal Counsel, Outside Legal Counsel to gather pertinent due diligence items to ensure closing deadlines are met efficiently. Greet customers and prospective customers, directing them to the appropriate personnel. Interact, both verbally and written, with clients to collect data, documents, and assist with various general customer service requests (i.e. payments, advance requests, wire requests, amortization schedules, address changes account history). Assists customers with questions, balance information, payments, line of credit advances, payoff quotes and tax reporting calculations on a continuous basis. Effectively plan for upcoming workflow and maintain very organized paper and electronic files Process annual renewals, new loan requests and loan modifications independently and maintain pace with month end, quarter end and year end volume levels Obtain all pre-closing documentation requirements, such as payoff requests, title work, flood search / letter, appraisals, entity documents, Certificate of Beneficial Ownership, corporate searches, UCC searches, insurance, surveys, environmental reports, credit reports for new loans, renewals and modifications. Review loan documents prior to closing to ensure no changes to loan documents were made at closing without approval per policy. Monitor and assist in clearing exception items. Provide back-up support for other Loan Administrators during vacations and other high-volume periods. Retrieves information requested for credit ratings and loan confirmations. Prints, reviews and distributes a variety of management reports. Completed required training associated with job function. Qualifications Education & Experience Bachelor's Degree preferred 5+ years of experience working with commercial loans required Prior knowledge and understanding of commercial real estate and commercial industrial loans required. Skills Effectively and proficiently use all required / necessary software applications (Word, Excel, Outlook, Jack Henry, Director). Proven knowledge and experience of lending function, loan system and Premier system. Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner. High level of interpersonal skills to interact with customers and potential customers in a professional manner. High level of knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Total Rewards Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Admin Team Leader Sandbach Permanent £30,000 £35,000 DOE Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for: Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery Training, coaching, and developing team members Playing an active role in day-to-day financial planning administration Maintaining exceptional client service standards and supporting operational efficiency Ensuring full compliance with regulatory requirements, internal processes, and industry standards Liaising with third-party providers and clients to ensure clear communication and timely follow-up Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution Driving continuous process improvements to enhance business performance Collaborating closely with advisers, paraplanners, and senior leadership The successful candidate will have at least three years experience within financial services ideally within an IFA, wealth management, or financial planning environment. You ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week. For more information, contact Nicola or Amy on (phone number removed) or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted. Follow us on LinkedIn and Facebook for updates, recruitment news, new vacancies, and more!
Dec 05, 2025
Full time
Admin Team Leader Sandbach Permanent £30,000 £35,000 DOE Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for: Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery Training, coaching, and developing team members Playing an active role in day-to-day financial planning administration Maintaining exceptional client service standards and supporting operational efficiency Ensuring full compliance with regulatory requirements, internal processes, and industry standards Liaising with third-party providers and clients to ensure clear communication and timely follow-up Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution Driving continuous process improvements to enhance business performance Collaborating closely with advisers, paraplanners, and senior leadership The successful candidate will have at least three years experience within financial services ideally within an IFA, wealth management, or financial planning environment. You ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week. For more information, contact Nicola or Amy on (phone number removed) or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted. Follow us on LinkedIn and Facebook for updates, recruitment news, new vacancies, and more!
