Senior Asset Services Administrator
👤 For candidates
🤖 Enhance with AI
- ›Leverage Excel formulas and Power Query for reconciliations
- ›Use Copilot for drafting client responses and compliance checks
- ›Automate repetitive tasks with Power Automate flows
📈 Disruption outlook
% risk of significant disruption
🎓 Learn now
📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)
🏢 For employers
🔄 Alternatives
Automates document drafting and compliance checks
Streamlines transaction processing and reconciliations
Reduces costs for routine transaction processing
⚡ Recommendation
⚡ Augment roleAI can streamline routine work; human skills needed for client service
Microsoft Copilot & M365
Automate reconciliations and transaction analysis
Automate asset set up and transfer workflows
Draft and respond to client queries efficiently
Brokerage Clerks
O*NET 43-4011.00
Job Description
Automation Risk
This role includes a mix of routine tasks (transaction processing, reconciliations) that are highly automatable, and augmented tasks (client queries, compliance checks) where AI tools can assist but not fully replace humans. Human-centric tasks such as customer service, continuous improvement, and cross-team collaboration resist automation due to their need for empathy, judgment, and creativity. Overall, the role is moderately exposed to automation and highly exposed to AI augmentation.
Task analysis
- Prepare, process, and authorise operational transactions such as dividends, asset transfers, asset set ups, and corporate actions.
- Handle client queries regarding dividend transactions, corporate actions, asset transfers, and AML review requests.
- Ensure all tasks are completed in accordance with company policies, procedures, and regulatory guidelines.
- Maintain accurate records and ensure reconciliations are completed and resolved.
- Deliver outstanding customer service to clients, companies, and third parties.
- Support continuous improvement initiatives and contribute to a culture of operational excellence.
- Assist with the maintenance of the team's internal procedures to maintain service excellence.
- Develop a strong understanding of product offerings and communicate these to clients and colleagues.
- Take on additional responsibilities as required, contributing to various teams and projects.
Occupational Classification
UK Salary Benchmark
Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings
👤 For Candidates
AI & future-of-work guidance
🤖 Enhance with AI
- ›Leverage Excel formulas and Power Query for reconciliations
- ›Use Copilot for drafting client responses and compliance checks
- ›Automate repetitive tasks with Power Automate flows
📈 Disruption outlook
% risk of significant disruption
🎓 Learn now
📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)
🏢 For Employers
Strategic hiring options & technology alternatives
🔄 Alternatives
Automates document drafting and compliance checks
Streamlines transaction processing and reconciliations
Reduces costs for routine transaction processing
⚡ Recommendation
⚡ Augment roleAI can streamline routine work; human skills needed for client service
Microsoft Copilot & M365
Automate reconciliations and transaction analysis
Automate asset set up and transfer workflows
Draft and respond to client queries efficiently
Key Skills
Knowledge Areas
O*NET Competency Skills
Alternative Career Paths
Leverage process and data analysis skills to improve operational efficiency and support business decisions.
Utilise regulatory knowledge and attention to detail to ensure organisational adherence to laws and policies.
Focus on managing and deepening relationships with key clients in financial or professional services.
Support and organise cross-functional projects, applying organisational and stakeholder management skills.
Handle the administration of investment funds, including transactions, reporting, and compliance.
Also Consider
🔥 Hot Technologies
In-demand tools for this occupation (O*NET)
Work Activities
General work activities from O*NET
- Getting Information
- Working with Computers
- Processing Information
- Communicating with People Outside the Organization
- Establishing and Maintaining Interpersonal Relationships
- Evaluating Information to Determine Compliance with Standards
- Making Decisions and Solving Problems
- Updating and Using Relevant Knowledge
- Identifying Objects, Actions, and Events
- Analyzing Data or Information
- Organizing, Planning, and Prioritizing Work
- Communicating with Supervisors, Peers, or Subordinates
- Documenting/Recording Information
Anthropic Economic Index
Real-world AI adoption data from millions of Claude conversations · Dataset ↗
Observed Claude Usage
17%
of conversations
Classic Auto. Risk
98%
Frey & Osborne
Job Zone
3/5
Medium prep
O*NET Median Salary
£41k
US ref. $51k · fx 0.79
Occupational family: Office and Administrative Support
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