Document Management Senior Administrator

Posted One Month Ago
Be an Early Applicant
Chelmsford, Essex, England, GBR
In-Office
Senior level
Fintech • Software
The Role
Processes and reconciles cheques, pension transfers, share certificates, AML and legal documentation, and customer correspondence. Maintains accurate records and audit trails across operational systems, investigates exceptions, resolves outstanding items, and meets service-level deadlines. The role requires strong organization, attention to detail, procedural compliance, communication, problem-solving, and teamwork within a regulated financial services environment.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


SS&C is seeking a Document Processing Administrator to join our DMD Output Processing team in Chelmsford. This is a varied and fast-paced operational role supporting a range of financial services administration activities, including cheque processing, pension transfer documentation, correspondence management, AML documentation, share certificate administration and document retrieval activities.

Working within a collaborative and customer-focused environment, you will play a key role in ensuring critical client documentation and financial transactions are processed accurately, securely and within agreed service levels. This position offers the opportunity to work across multiple operational functions, requiring flexibility, attention to detail and a proactive approach to delivering high-quality outcomes.

SS&C prides itself on hiring diverse, honest, dynamic individuals who value collaboration, accountability and innovation.

Why You Will Love It Here!

  • Full-time office-based role in Chelmsford with a highly supportive operational team
  • Professional development opportunities
  • Competitive holiday and benefits package
  • Comprehensive training and ongoing development
  • Opportunities to gain exposure across multiple operational disciplines
  • Collaborative environment that values flexibility, teamwork and continuous improvement
  • A role that offers variety, responsibility and opportunities to broaden your operational expertise within financial services

What You Will Get To Do

  • Complete cheque receipting activities, accurately reconciling funds and maintaining required controls.
  • Manage cheque exception processes, including maintaining logs, investigating outstanding items and ensuring actions are completed within required timescales.
  • Process pension transfer and warranty form documentation received through both physical and electronic channels.
  • Utilise operational systems including SS&C owned Chorus Wealth and Bluedoor to complete tasks accurately and efficiently.
  • Maintain accurate records and documentation across multiple systems, ensuring a complete audit trail is retained.
  • Log, reconcile and monitor incoming share certificates and associated documentation.
  • Process Anti Money Laundering and Legal document returns in accordance with established procedures and controls.
  • Retrieve, collate and prepare documentation required for Pull requests and other client requirements.
  • Print, match and quality-check customer correspondence and supporting documentation prior to release or despatch.
  • Investigate and resolve outstanding work items, escalating issues appropriately where required.
  • Respond to operational queries in a professional and timely manner.
  • Organise and prioritise daily workloads to meet deadlines across multiple processing activities.
  • Work collaboratively with Team Leaders and colleagues to identify training opportunities and improve operational effectiveness.
  • Support additional operational activities as required to ensure overall team objectives are achieved.

What You Will Bring

Essential

  • Strong administration experience with excellent attention to detail and accuracy.
  • Ability to organise and prioritise workloads in a fast-paced operational environment.
  • Strong work ethic and commitment to delivering high-quality outcomes.
  • Flexible approach with the ability to support multiple processes and operational activities.
  • Demonstrated ability to work effectively as part of a team.
  • Positive, can-do attitude with a willingness to learn new skills and responsibilities.
  • Strong problem-solving and investigative skills.
  • Ability to follow documented procedures while maintaining high levels of accuracy and control.
  • Good written and verbal communication skills.
  • Competent user of Microsoft Office applications.

Desirable

  • Previous experience within financial services administration.
  • Experience of working within a regulated operational environment.
  • Knowledge of pension, investment or wealth administration processes.
  • Experience processing financial transactions or customer documentation.

Working Hours

  • Monday to Friday
  • 9:00am to 5:00pm
  • Full-time
  • Office-based in Chelmsford



Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.




Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Skills Required

  • Strong administration experience with excellent attention to detail and accuracy
  • Ability to organize and prioritize workloads in a fast-paced operational environment
  • Strong work ethic and commitment to delivering high-quality outcomes
  • Flexible approach with the ability to support multiple processes and operational activities
  • Ability to work effectively as part of a team
  • Positive attitude and willingness to learn new skills and responsibilities
  • Strong problem-solving and investigative skills
  • Ability to follow documented procedures while maintaining accuracy and control
  • Good written and verbal communication skills
  • Competent user of Microsoft Office applications
  • Previous experience within financial services administration
  • Experience working within a regulated operational environment
  • Knowledge of pension, investment, or wealth administration processes
  • Experience processing financial transactions or customer documentation

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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