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Job Purpose:
An Administrator is required to join the Existing Business department of an international Life Assurance provider based at the Isle of Man Business Park. Joining in a permanent capacity, the role holder will process all account servicing items within agreed timescales.

Key Responsibilities:
Ensure that all Trust, Trust amendment, standard assignment, and fund advisor requests are processed to a level of 98.5% accuracy and above.
Process all change of broker and client change of address requests.
Ensure service levels are maintained by processing oldest work items as a priority each day.
Adhere to all AML and third party payment guidelines.
Provide a work position at close of play each day.

Skills & Experience:
Study towards the attainment of FA1 is desirable but not mandatory.
Minimum of 5 GCSEs (inc. English & Maths) at Grade C or above.
Previous experience within Life Assurance would be highly advantageous.
Able to maintain high level of accuracy to avoid any cost to the company through errors.
Excellent written and verbal communication skills.

Hours & Benefits:
Full time business hours; market rate salary commensurate with skills and experience; full company benefits package.

Job Purpose:
An Administrator is required to join the Claims department of an international Life Assurance provider based at the Isle of Man Business Park. Joining in a permanent capacity, the role holder will process all account claims and withdrawal transactions within agreed timescales.

Key Responsibilities:
Ensure all AML and third-party payment guidelines are adhered to.
Process all claims transactions with 100% accuracy.
Ensure all dealing instructions are properly authorised and passed to the Dealing department within the agreed daily deadline.
Log all post received appropriately to company systems.
Assist with account reconciliations where necessary.

Skills & Experience:
Minimum of 5 GCSEs (inc. English & Maths) at Grade C or above.
Previous experience within Life Assurance would be highly advantageous.
Excellent written and verbal communication skills.

Hours & Benefits:
Full time business hours; market rate salary commensurate with skills and experience; full company benefits package.

Job Purpose:
An experienced Life Assurance professional is required to join an international Life Assurance company based in central Douglas on an initial contract basis to undertake the role of Claims Supervisor. The role holder will oversee a team of individuals ensuring that they deliver a direct service to clients and IFAs by processing all servicing requests within specified times.

Key Responsibilities:
Monitoring team workload throughout the day.
Mentor and develop all levels of new members to the team, providing feedback to the supervisor to be used in annual review.
Check work completed by other team members.
Identify, log, investigate, and resolve complaints.
Deal with client and IFA queries over telephone, email, and fax.

Skills & Experience:
Minimum of 2 years in a Senior Claims role within Life Assurance.
Strong knowledge of MS Office applications (Word, Excel, Outlook).
Excellent planning and organisational skills.
Good understanding of KYC/AML requirements.
Excellent verbal and written communication skills, with the ability to draft letters/faxes.

Hours & Benefits:
Full time business hours from 9am-5pm (35 hour working week); very competitive salary and company benefits package.

Job Purpose:
Permanent position as Policy Servicing Administrator, sought by international Life Assurance company, responsible for processing all client and IFA servicing requests.

Key Responsibilities:
Dealing directly with external client and IFA policy servicing enquiries.
Vetting & processing policy assignments, Trust requests, and Notices of Interest.
Checking and applying complex work items, from premium payments to policy withdrawals.

Skills & Experience:
Minimum 2 years previous experience within Life Assurance, ideally within a similar position.
Considerable experience in a customer facing administration role.
Good working knowledge of AML/KYC regulatory frameworks.
Excellent verbal and written communicator.
A minimum of 5 GCSE's at grade C or above, including English and Maths.

Hours & Benefits:
Competitive rates of pay and good company benefits, 35 hour working week, based in Douglas.

Job Purpose:
Senior Statutory Administrator required for a Trust organisation to complete administrative assignments to a consistently high standard, within agreed timescales. The post holder will have demonstrated an enthusiasm to develop their understanding of company and trust administration, offshore products, services, legislation and regulatory issues.

Key Responsibilities:
Day to day administration tasks for the submission of statutory annual returns including the necessary submissions required under the Beneficial Owners Act.
Filing of statutory forms as and when required.
Update the statutory systems for bulk changes to statutory records as and when required.
Deal with administration tasks relating to AGM/EGM of companies where required.
Assist with the administration of F registered companies.
Deal with statutory and administration tasks relating to dissolutions of entities.
Develop business like relationships with both the Client Centre and Control Room
Become an expert on KYC/CDD policies and procedures in order to ensure absolute compliance with KYC procedures in order to support the Client Centre in maintaining knowledge of the Client business.

Skills & Experience:
A minimum of 3 years experience in a similar position.
Hold either A-Level's, a degree or equivalent qualifications and have a willingness to study for a relevant professional qualification.
Good organisational and time management skills, applied to a basic knowledge of the mechanics of company and trust administration.
An ability to take responsibility for the completion of work within the engagement while staying alert to potential issues that need disclosing to the Technical Delivery Manager.
Manage own workloads and priorities and to work to specific deadlines as agreed to with the team member responsible for the client.

Hours & Benefits:
Market rate Salary and company benefits package.

Job Purpose:
Senior Administrator is required to join the Investments Department in a leading Life Assurance company based in the South of the island, on an 11 month fixed-term contract.

Key Responsibilities:
Support the approval process of new funds for the FPI investment platform and production of quarterly MI and Investment Committee papers.
Liaise with outsourced vendors, custodians and contractors to ensure regular fund information is correctly reflected and updated timely and accurately.
Ensure customer facing documentation and fund database contain accurate information.
To provide technical data to support the production of various monthly investment bulletins on 'funds' sites.
Support the Asset Services funds team though cross training and knowledge sharing.

Skills & Experience:
Minimum 2 year's experience within Financial Services, in a similar role is essential.
Minimum 5 GCSEs, including English & Maths, at grade C or above.
Familiarity with MS Office products (inc. Word, Excel, and Outlook).

Hours & Benefits:
Full time business hours; market rate salary;11 Month temporary contract.

Job Purpose:
Investments Administration Dealing Supervisor/Manager required to join an expanding Wealth Management business on the Isle of Man in a permanent capacity as their Investment Administration Executive. You will be primarily responsible for leading and controlling the Dealing team within the Investment Administration Department, managing and organising all of the tasks undertaken by the team.

Key Responsibilities:
Leadership and motivation of the team in order that all their objectives are successfully achieved.
Monitor performance and progress towards objectives, take appropriate action to remedy issues arising and deal with the personnel matters within the team.
Authorisation of transactions, representing the department in forums, building relationships with intermediaries and third party service providers.
Responsible for the controls within the Dealing Team, together with identifying and reporting on Key Risk Indicators.
Project work that impacts the Dealing Team and will provide support to the Head of Investment Administration as required.

Skills & Experience:
Significant experience in a similar dealing/investments operations supervisory position.
Extensive knowledge, both technical and operational, of the procedures and processes within the Investment Administration Department.
Possess good people management skills, meeting regularly with staff to review progress, documenting any comments and following up on action points.
Strong project management skills with the ability to analyse business processes and procedures suggesting and implementing improvements.
Passed, or be studying towards, a suitable investment administration qualification at level 3 or above such as the Investment Operations Certificate (IOC), formerly known as the Investment Administration Qualification (IAQ), or an equivalent investment related qualification.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Claims Administrator required to join an international life organisation to effectively deliver a direct service to clients and IFAs by the processing of claims requests within specified servicing times.

Key Responsibilities:
Receiving, understanding, validating and correctly updating amendments to client records on AIA, such as address and bank details.
Receiving, understanding, validating, correctly setting up and payment of both Regular and Single withdrawals.
Receiving, validating and correctly processing the setting up, amendment and cancellation of regular withdrawals.
Dealing with and understanding AML requirements.
Dealing with, understanding, validating and correct processing of Death claims.

Skills and Experience:
Minimum 1 years experience of working in the finance or life assurance industry.
Some knowledge of AML/KYC requirements.
Knowledge of Microsoft Office applications (Word, Excel, Outlook).
Good communication skills.

Hours & Benefits:
Business hours, competitive salary & benefits.

Job Purpose:
A Switches Administrator is required to join a leading Life Assurance company based in the South of the island, on a 9 month fixed-term contract. The role holder will take responsibility for ensuring the accurate and timely execution of daily internal fund trading, as well as performing forensic investigation into historic transactions.

Key Responsibilities:
Ensure timely processing of all customer switch requests and queries, in line with departmental procedures.
Build a strong understanding of system capabilities, asset restrictions, and product ranges, and communicate these effectively with all stakeholders and clients.

Skills & Experience:
Proven experience of operating within a Customer Services environment.
Previous experience within Financial Services operations is desirable.
Minimum 5 GCSEs, including English & Maths, at grade C or above.
Familiarity with MS Office products (inc. Word, Excel, and Outlook).

Hours & Benefits:
Full time business hours; market rate salary; attractive company benefits package.

Job Purpose:
Finance Operations Administrator required to assist with the treasury process within an international Life organisation to record and maintain shareholder, company and investment money to minimise risk.

Key Responsibilities:
Treasury Processes.
Record bank balance data, customer payments and internal movements.
Analyse end position and place excess funds out on deposit with most favourable institution but within agreed limits.
Run matching spreadsheet to determine under/over exposure in currency.
Fixed Deposit Monthly Interest.
Investigation of anomalies in above processes.
Processing Invoices and credit card payments from local/International Offices.
Producing payment files including BACS, CHAPS, Faster Payments, Multicurrency Payments.
Investigation of payment and expenses queries.
Use of external banking systems.

Skills & Experience:
A minimum of 2 years banking or payment processing experience.
Ideally educated to A-Level standard and hold a minimum of 5 GCSE Grades A-C including Maths and English.
A good working knowledge of Excel and Word.
Ability to demonstrate accuracy especially when inputting data.
Must have a full, clean IOM Driving License.

Hours & Benefits:
Standard working hours 9am -5pm.
Market Rate Salary.

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