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Job Purpose:
Multiple Administrators required to join a project team on a 2-3 month temporary basis to undertake a FATCA & CRS data cleanse project.

Key Responsibilities:
Review Stakeholder cases and ensure correct information is present and up to date in line with regulations.
Liaise with necessary parties in regards to any policy updates.
Process any changes via in house system.
Carry out data analysis and deal with any queries from internal clients.
Ensure all servicing requirements are completed in an accurate and consistent manner and policies are adhered to.
Build and maintain professional relationships with colleagues and liaise in other areas of the business.

Skills & Experience:
Previous office administrative experience required, preferably within financial services.
Knowledge and experience working with KYC and CCD requirements.
Excellent communication skills, both written and verbal.

Hours & Benefits:
Competitive rates of pay, full time, business hours, based in Central Douglas.

Job Purpose:
Technical Administrator required on a permanent basis for an international life organisation to support the Customer Service Centre, Relationship Management, Regional Offices and Sales Consultants.

Key Responsibilities:
Carry out Root Cause Analysis and Problem Solving as required and highlighted by quality data from a variety of sources such as the Quality Tool, Error Log, and Complaints etc.
Use in-depth technical knowledge to develop 'first line of defence' mechanisms to support risk framework or Financial Control Initiative (FCI).
Guide others through the management of complex queries through imparting knowledge.
Conduct technical skills coaching with team members as required in partnership with the Work Place Coaches.
Responsible for the definition of current business processes through the use of User Guides, Process Guides, Control documentation and any other supporting documents ensuring their accuracy. You may be required to audit against these documents.
Accurate and efficient completion of administrative tasks in the relevant area. This may, from time to time, include the allocation of work to colleagues.
Handle any process or system related referrals. Completion of problem solving activities, and making key decisions and recommendations where required.
Complete checking, authorisation and random sampling as required ensuring all customer, regulatory and internal control.
Ensure that opportunities for process and service improvements are captured and progressed.
Champion and lead a culture of customer service excellence and continuous improvement.

Skills & Experience:
A minimum of 2 years experience within a similar role within the Financial Services Industry.
Good Anti-Money Laundering knowledge/experience.
Good basic computer skills and experience using Microsoft Office applications
Life Administration systems such as AS400.

Hours & Benefits:
Office hours.
Market rate salary and company benefits.

Job Purpose:
Welcome Team Administrator required to deliver an exceptional customer service experience to financial advisers looking to place business within an international life organisation.

Key Responsibilities:
Deal with financial advisers and sales branches via telephone, fax and e-mail.
Identify potential problem areas and offer solutions or alternatives wherever possible.
Produce new business and additional single premium quotations across all products.

Skills & Experience:
Minimum of 1 years' experience in Financial Services, within a customer facing administration role.
Good understanding of AML / KYC requirements.
knowledge of Microsoft Office Applications (Word, Excel, Outlook).
Ability to draft thorough and comprehensive letters / fax.

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

Job Purpose:
International Dealing & Investments Administrator required to work as part of the International Dealing team, responsible for accurately and efficiently actioning investment instructions and placing trades in a number of asset classes on behalf of International clients and business partners.

Key Responsibilities:
To accurately and effectively place and authorise multi currency deals and asset transfers on behalf of International clients including: equity trades, collective investments, fixed deposits, structured products & foreign exchange.
Handling of investment related queries raised by customers, brokers, stockbrokers, custodian and fund managers.
Regular review of dealing and asset transfer procedures guides, process risk and control logs, and introduction of improvements within regulatory guidelines and company policy.

Skills & Experience:
CISI Investment Operations Certificate (or obtained within 2 years of commencing role).
Understanding of Investment operations, specifically trade placement & settlement.
Fully competent with Microsoft packages and experience using Rhymesight, Bloomberg and Citibank advantageous.

Hours & Benefits:
Marketing competitive rates of pay, core business working hours, on site parking.

Job Purpose:
Administrator required to join a project team of an International Life Assurance Organisation on a long term contract basis. The role holder will be responsible for supporting all activities surrounding the identifying and contacting of all High Value and new clients for the purpose of obtaining and recording the correct country of tax residence information.

Key Responsibilities:
Support the completion of client file reviews.
Identification of key indictors based on the findings within the file reviews .
Written communications to clients using templated emails and letters.
Updating the business systems with responses from clients.
Logging, controlling and monitoring the client responses through excel and the business work flow system.
Responding to client queries referred on from the HelpPoint team.
Providing regular progress updates.
Following the agreed chase process as defined by the project.
Provide our colleagues with support and assistance when required to respond to client queries

Skills & Experience:
Preferably a minimum of 1 years relevant office based experience.
Minimum 5 GCSE's or equivalent, including Maths and English.
Good organisational and time management skills with an emphasis on quality and the ability to work to deadlines.
Ability to work on own as well as part of a team.

Hours & Benefits:
Competitive rates of pay, full time- business hours, parking on site.

Job Purpose:
Senior Administrator required to join the Dealing department of a leading life assurance organisation. You will be required to accurately record and execute dealing instructions.

Key Responsibilities:
Accurately raise all trades, ensuring that the transactions are permissible and do not create unapproved overdrawn positions.
Place all external trades in line with the appropriate market guidelines and timeframes, company service standards and FCA and internal governance regulations.
Ensure that share transfers are accurately reflected on systems at all stages of the process to ensure accurate reporting.

Skills & Experience:
Minimum of 2 years experience within Life Assurance.
Great communication skills and attention to detail.
Hold 5 GCSE's grade A - C including English & Maths.
Study towards attainment of IOC is desirable but not mandatory.

Hours & Benefits:
Competitive remuneration package, onsite parking.

Job Purpose:
Experienced Administrator with previous Financial Services experience is required to join an International Life Assurance Organisation on an initial contract basis. The role holder will be dedicated to the delivery of high quality experience for Customers and Financial Advisers. Working as part of a high performing team, the team member will be responsible for the administration of products, from New Business applications through to the payment of the final surrender value.

Key Responsibilities:
Liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.
Take responsibility for the work allocated to you, ensuring that you take ownership as far as possible for the client outcome.
Ensure that opportunities for process and service improvements are raised with the Team Technician and/or Team Leader.
Escalate system issues and defects in the appropriate manner.
Support any business projects and initiatives as required.
Administration of initial policy set up.
Administration of additional single and regular premiums.
Administration of new business and related policy queries, including updates and general enquiries from Advisers and clients.
Interaction with regional offices.

Skills & Experience:
Previous administrative experience within Financial Services.
Knowledge and experience within a Life Company is highly desirable.
Anti-Money Laundering knowledge/experience.
Experienced in using Life Administration systems such as AS400.
Hold industry related qualification-desirable.

Hours & Benefits:
Good rates of pay - market competitive, structured working pattern-core business hours, car parking on site.

Job Purpose:
Bank Reconciliations Administrator required to join the Finance Team of an International Life Assurance Company.

Key Responsibilities:
Reconciliation of bank accounts and internal control accounts.
Investigation and clearance of outstanding items.

Skills & Experience:
The successful candidate will have 2 years' experience of bank reconciliations ideally within the Life Assurance Industry.

Hours & Benefits:
Business hours, salary dependent on experience.

Job Purpose:
Senior New Business Administrator, within Customer Services team, sought by international Life Assurance company.

Key Responsibilities:
Processing all new business applications in line with internal company guidelines and procedures.
Reviewing new business applications for quality control.
Contacting Financial Advisors and customers for outstanding information.
Providing constructive feedback and support to colleagues in both IoM and other regional offices.

Skills & Experience:
Minimum 3 years experience within a new business role within Life Assurance.
In-depth understanding of customer due diligence, new business acceptance and IoM regulatory requirements.
Strong knowledge of Insurance (AML) Regulations 2008.

Hours & Benefits:
Full time business hours, market rate salary and company benefits.

Job Purpose:
Spanish Speaking Customer Service Administrator required to join leading International Life Assurance Organisation, to provide superior customer service to future and existing customers who contact our call centre.

Key Responsibilities:
Handling incoming and outgoing telephone calls.
Acting as the first point of contact for customers, dealing effectively with requests, answering queries and taking responsibility for processing each enquiry through to a satisfactory conclusion.

Skills & Experience:
A minimum of 12 months experience within a Financial Services company, ideally within Life Assurance.
Call centre experience would be advantageous.
Excellent verbal and written communication in both Spanish and English.

Hours & Benefits:
Business Hours, competitive remuneration package and onsite parking.

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