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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:
Strong technical pensions knowledge is required for a role to work as part of a dedicated pensions team within a Financial Services Group. Applicants are likely to have around 3 years + pensions experience and sound knowledge of current pension legislation, local pensions and experience in managing scheme member expectations. The role will support the delivery of effective service to pension scheme members, but primarily provide technical support in relation to products, pension regulation and appropriate taxation.

Key Responsibilities:
Technical support in relation to products, pension regulation and appropriate taxation
Supporting the pensions team in the delivery of effective customer service to pension scheme members.
Technical support in the development of new products.
Supporting scheme trustees with a sound knowledge of current pension legislation, the local pensions environment and scheme member expectations.
Working in a 'hands on' manner with all aspects of the pensions division, supporting and developing training with internal teams as needed.

Skills & Experience:
Detailed knowledge of pensions, ideally upwards of 3 years although different levels of experience may also be considered for an alternative level of role within the team
Sound technical knowledge of current pension legislation, including IOM and UK pension regulations and experience in managing scheme member expectations.
Potentially holding a relevant professional qualification.
Excellent communication and customer service skills, with a commercial approach.
Used to managing a diverse workload and meeting challenging deadlines.

Hours & Benefits:
Full time, highly competitive salary dependent upon experience, plus benefits.

Job Purpose:
Settlements Administrator required on a permanent basis to join an International Life Assurance Organisation. The role holder will process the matching to contract notes and physical settlement of investment trades.

Key Responsibilities:
Daily processing, checking and reconciling of subscription and redemption trades.
Daily processing, checking and reconciling of dividend and rebate.
Assist/oversee in the production and issue of quarterly valuations.
Daily cash processing of settlement deals on EQ/Banking systems and processing of custody transactions through external custodian systems.
Production and timely execution of settlement documentation, including preparation of sealing register as required.
Assistance with the execution and confirmation of client deals, as directed.
Assistance and resolution of queries.
Maintenance of good relationships with stockbrokers/fund houses/advisers.
All subscription and redemption trades settled in a timely manner in-keeping Utmost Wealth Solutions and external Fund House deadlines.

Skills & Experience:
Minimum of 2 year experience in Financial Services.
Experience of working within or dealing with an Investment Operations area.
Good knowledge of Microsoft Office Applications (Word, Excel, Outlook.
5 x GCSE (or equivalent) grade C or above English and Maths.

Hours & Benefits:
Competitive Salary, Douglas based employer.

Job Purpose:
An Administrator is required to join the Client Services team of an international Financial Services company, in a permanent capacity. Based in central Douglas, the role holder will process all new business, policy servicing, and claims related tasks.

Key Responsibilities:
Provide concise & professional support to professional intermediaries, investment advisors, and clients by telephone, email, fax, & post.
Work with clients to ensure business meets compliance requirements and AML regulations.
Manage filing and archiving to ensure that all client correspondence is stored correctly.
Assist with investment related issues, including dealing, fund pricing, and asset reviews as required.

Skills & Experience:
Minimum 2 years previous experience in Financial Services, ideally within Insurance or Pensions Administration.
Excellent communication skills, both written and verbal.
Working knowledge of MS Office products, including Word, Excel, & Outlook.

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

Job Purpose:
Corporate Actions Administrator required to join the Investments Departments at an established International Life Assurance Organisation. The role is primarily to receive, process and record corporate actions for underlying investments held in Personal Portfolio Bonds.

Key Responsibilities:
Resolve queries from customers and intermediaries.
Review notifications of corporate events and arrange for policy holders to receive the latest information.
Set up Assets on the Investment Administration systems.
Process cash income distributions when advice received from the Custodian
Provide updates to management on events or notifications.

Skills & Experience:
Minimum of 1 years experience working in financial services is essential.
Understanding of Investments and portfolio administration is desirable.
Strong organisational skills and ability to work to tight deadline.

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

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:
UK Regional Servicing Team 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 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:
Experienced Senior Administrator required to join the Operations department of an International Life Assurance Organisation on a permanent basis.

Key Responsibilities:
To ensure that all post is sorted and logged to the administration system on a daily basis.
To ensure that all anti-money laundering and third party payment guidelines are adhered to.
To ensure that Callbox allocated are processed daily.
To carry out complex and detailed Client and IFA enquiries to full resolution in a timely fashion.
To monitor and complete controls within the team on a basis.

Skills & Experience:
Previous experience in a similar role is essential.
Knowledge and experience within a life organisation is highly desirable.
Recognised industry related qualification- highly desirable.

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

Job Purpose:
Experienced Senior Administrator required to join the Operations department of an International Life Assurance Organisation on an initial long term contract basis.

Key Responsibilities:
To ensure that all post is sorted and logged to the administration system on a daily basis.
To ensure that all anti-money laundering and third party payment guidelines are adhered to.
To ensure that Callbox allocated are processed daily.
To carry out complex and detailed Client and IFA enquiries to full resolution in a timely fashion.
To monitor and complete controls within the team on a basis.

Skills & Experience:
Previous experience in a similar role is essential.
Knowledge and experience within a life organisation is highly desirable.
Recognised industry related qualification- highly desirable.

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

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