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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.

Job Purpose:
Treasury Administrator required to join the Finance Control Team at a leading International Private Bank. The role-holder will be primarily responsible for monitoring and reporting on the risks arising from the Treasury activities of the bank and ensuring Treasury settlements and positions are completed accurately and within stringent deadlines.

Key Responsibilities:
Preparation and review of daily limit reports including liquidity, foreign exchange, counterparty & country exposures ensuring adherence to limits.
Reviewing treasury reports, reconciliations and investigating any anomalies.
Checking treasury front office cash position calculations and ensuring limits are adhered to.
Involvement in project initiatives as and other ad hoc tasks as required within the Treasury Team.

Skills & Experience:
Experience of treasury settlement and administration processes and procedures is essential.
Demonstrate an accurate, methodical and vigilant approach.
Displays good technical knowledge of treasury products and possesses confidence to challenge unusual Treasury Front Office (TFO) dealings or reporting anomalies.
Is an effective communicator and able to work under own initiative.

Hours & Benefits:
Competitive salary and benefits package, full time business hours.

Job Purpose:
Personal Banker on a permanent capacity required to act as first point of contact and provide an exceptional level of service to International Personal Banking clients.

Key Responsibilities:
Provide value through delivering an exceptional level of service to International Personal Banking clients through a variety of channels; phone, E-mail and face to face.
Builds relationships with customers by understanding the customer and servicing the customer needs appropriately.
Lives our values by understanding and adhering to all IPB service standards, service charter and service level agreements with internal and external clients.
Client e-mails and phone calls handled within service level agreements.
Reviews (reactively) existing client products to determine cross sell opportunities and advise of new products to create stickiness through portfolio diversification.
Referrals to New business team to support cross sales targets.

Skills & Experience:
1-2 years previous banking experience within a customer service capacity.
5 GCSEs with minimum grade C in both Maths and English Language.
Exceptional inter personal skills with the ability to build professional relationships.

Hours & Benefits:
Business hours and competitive salary / benefits offered.

Job Purpose:
A Client Services Administrator is sought by an expanding Douglas-based Payroll & Contractor Services company. Joining the Timesheets Team in a permanent capacity, the role will involve telephoning and emailing clients and updating internal systems on a daily/weekly basis.

Key Responsibilities:
Ensuring client & contractor timesheets are received on time.
Updating relevant client records.
Dealing promptly and efficiently with all telephone and email enquiries.
Performing routine administrative tasks, and assisting other members of the admin team as needed.

Skills & Experience:
5 GCSEs (inc. Maths & English) at Grade C or above.
Excellent interpersonal and communication skills.
Self-motivated, and an aptitude to work without direct supervision.
Strong IT skills - Microsoft Word & Excel in particular.

Hours & Benefits:
Full time business hours based on a 37.5 hour working week; Market-rate salary and company benefits package.

Job Purpose:
Cell Associate required to join an international life group in a permanent position on the Isle of Man.

Key Responsibilities:
Administration of payment related policy queries, including updates and general enquires.
Noting of assignments, trusts, nominations and other policy amendments.
Vetting and onboarding of all new business applications.
Administration of new business policy queries.

Skills & Experience:
4 GCSEs at Grade C and above (including Mathematics & English) or equivalent.
Previous experience within a Life Assurance office environment desirable.
LCS Lean level 1a desirable (or prepared to work towards).

Hours & Benefits:
Business hours, Salary dependent on experience with a comprehensive benefits package.

Job Purpose:
A Senior Administrator is sought by an international Life Assurance company, on a permanent basis. The role is focused on the processing and administration of intermediary terms of business applications.

Key Responsibilities:
Processing new terms of business applications for intermediaries.
Undertaking regular reviews of existing intermediary relationships, to ensure they continue to meet Conduct of Business Code requirements.
Regular communication by telephone and email with brokers and company Sales Team.
Processing suitable certifier applications.
Carrying out agency amendments and processing payments.

Skills & Experience:
A minimum of 2 years previous experience within Financial Services.
An awareness of intermediary terms of business applications.
An understanding of AML & CDD requirements in line with regulatory requirements.
Experience of processing UK and International payments.
An understanding or corporate legal structures would be beneficial.

Hours & Benefits:
Full time business hours based on a 35 hour working week; salary commensurate with relevant skills and experience; comprehensive benefits package.

Job Purpose:
A Senior Administrator is sought by an international Life Assurance company, on a permanent basis. The role would suit a high performing customer services oriented individual, and is focused on processing incoming payments, customer due diligence, and meeting regulatory requirements.

Key Responsibilities:
Allocating incoming premium payments to policies.
Investigation and resolution of payment queries.
Ensuring that all incoming payments have the appropriate documentation to meet regulatory and internal requirements.
Reviewing and investigating premium arrears and lapsed policies.

Skills & Experience:
A minimum of 2 years Financial Services experience.
An understanding of AML & CDD requirements in line with regulatory requirements.
An understanding of processing UK and International premium payment methods (including BACS, Direct Debit, credit cards, standing orders, and telegraphic transfers).

Hours & Benefits:
Full time business hours based on a 35 hour working week; salary commensurate with relevant skills and experience; comprehensive benefits package.

Job Purpose:
Senior Administrator required within the business Control department of a financial services provider, primarily to supervise and be responsible for regulatory and Wealth International requirements in managing and controlling risk exposure arising within Banking.

Key Responsibilities:
Accurately monitor Risk & Compliance following the banks policies and procedures Assist with the administration of Operational and Anti-Money Laundering Risks within the business to ensure that the bank is not exposed to unacceptable levels of risk and report any significant issues to management.
Undertake client reviews, (CBB, IPB and IWI), as per the schedule and in line with WIN Client take on and maintenance manual, ensuring that clients are correctly classified as per the WIN Compliance Guidance Note on Client classification and updating the schedule accordingly Undertake trigger reviews, where applicable, in line with procedure Conduct ongoing monitoring of client transactions and source of funds as required, including the monitoring and review of daily alerts from various information sources.
Conduct retrospective monitoring of Static Data Changes focussing on address changes which increase the possible level of client risk to the Ban Act as a point of contact within the business in respect of account queries such as Source of Funds documentation Assist with the releasing of payments over accounts that are subject to internal posting restrictions Assist in the review of payments that have been flagged by our sanction monitoring software Assist in the review of payments that have been queried by our correspondent bank Assist with managing of deceased account processes.
Assist in the review of account holders that have been flagged by our sanction / PEP monitoring software Assist with cases involving fraud/attempted fraud.
Assist with Operational and Anti-Money Laundering Risk monitoring for the bank.
Willing to learn other BCU duties undertaken by colleagues and be a team player.
Maintain an awareness and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to the bank.

Skills & Experience:
Ideally, a minimum of 3 years financial services experience, preferably in a Risk, AML or Compliance department, with a thorough understanding of Anti-Money Laundering and Operational Risk matters.
Has a controlling impact on end results.

Hours & Benefits:
Full time hours and competitive salary.

Job Purpose:
Contracts Administrator required to join a Contractor Services Organisation to ensure that all contracts are managed accurately and efficiently.

Key Responsibilities:
To develop and maintain a high degree of knowledge and case law in relation to Tax and Contract Law to ensure reduced risk to Gateway Limited, full training will be given.
Ensure that all contracts are managed accurately and in a timely manner.
Ensuring that all contracts due to end are chased on a weekly basis and the in-house database updated accordingly.
Assisting, reviewing and implementing Contract negotiation procedures to maximise efficiency and effectiveness.
Provide support to the New Business department when necessary.

Skills & Experience:
Ideally 1 year experience in Financial Services.
5 x GCSE (or equivalent) grade C or above English and Maths.
Excellent organisational skills and attention to detail.

Hours & Benefits:
Competitive Salary, Douglas based employer.

Job Purpose:
Credit underwriter require to join a financial, services organisation, reporting to the Credit Manager you will analyse and assess credit proposals received from brokers or clients directly.

Key Responsibilities:
Assess applications received for loans and approve loans that meet the Banks agreed lending criteria in accordance with their mandated authority.
Assess applications received for loans and recommend to the Credit Manager or the Credit Committee those which meet the Bank's lending criteria but are outside their mandated authority.
Communicate and liaise verbally and in writing between customers and staff, and interpret and respond clearly and effectively to spoken requests over the phone or in person.
Accurately maintain all related systems, files and Data.
Ensure all relevant Regulations and Polices are adhered to when assessing any proposal.

Skills & Experience:
A minimum of 3 years experience working in a credit role within the financial services industry.
An understanding of the relevant UK & IOM Regulatory requirements relating to the provision of credit facilities in these jurisdictions.
Excellent interpersonal and communication skills are essential as this role will involve influencing at all levels.
Good working knowledge of Microsoft Office packages.

Hours & Benefits:
Business hours.
Salary dependent on experience.

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