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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:
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:
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:
Experienced Project Manager required to lead a team of project management professionals in the delivery of our portfolio of projects. The Portfolio Manager is the first point of contact for the overall project portfolio. They provide partnership services to senior management teams and teams of people engaged in the delivery of projects, ensuring common understanding of portfolio parameters and expectations.

Key Responsibilities:
Leads the team of PMOs, project managers and change managers, setting objectives and reviewing performance to ensure that people have the necessary capability and understanding to deliver their individual and the teams objectives.
Ensure the continued adoption of clear, transparent and effective methods of project delivery and portfolio governance in line with methodologies.
Lead the annual planning process, working alongside stakeholders to identify demand and balance against priority and capacity.
Acts as gatekeeper of the portfolio plan, protecting key projects and ensuring transparency of demand. Provides regular retrospective 'status against plan' assessment of facts and communicates key messages to senior stakeholders and decision makers, including delivery performance, and resource load to ensure appropriate project oversight.
Participates in reviews of priority projects to assure delivery, reflect senior support, leadership and sharing of key learning.

Skills & Experience:
10 + years in a project related profession.
An APMG, or OGC project professional accreditation is desirable, such as p3o (Portfolio Programme or Project Offices) or MoP (Management of Portfolios) .
Ability to work with colleagues in both technical I.S. and business focused role
Comfortable to work with colleagues across all levels of seniority
Ability to maintain calm under pressure and persevere during set-backs
Effective negotiation skills as required to engage with peers and team colleagues to ensure provision of excellent service.
Competent user of MS Office suite of products

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

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