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Document Management Administrator
Are you looking for your first step into the financial services industry? We are currently recruiting for two Document Management Administrators to join our team, one on a permanent basis and one 12-month FTC. This is ideal for an entry level candidate looking to kickstart their career in finance.
At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for.
As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally.
Working as part of a team your main tasks will be:
Document Management
- Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department
- Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept.
- Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently.
- Accurate and efficient completion of transfer out related paperwork
Other tasks
- Operate the main switchboard, answering calls promptly and professionally.
- Triage and transfer calls to appropriate departments or individuals, ensuring a high level of customer service.
- Build effective relationships with team members.
- Build internal relationships, communicate pro-actively and resolve escalated issues.
Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements.
To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry.
Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English
In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications.
About Us
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.
As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.
Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025).
Equal Opportunities
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
