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Job Purpose:
Senior Finance Administrator required to join a well established Financial Services Provider. The role requires the management of a portfolio of multi-jurisdictional companies and trusts and undertaking a variety of administrative tasks.

Key Responsibilities:
To assist with day-to-day and year-end finances and the production of responsibility invoices.
To assist in projects as and when necessary e.g. integration of acquisitions from a finance prospective.
Assist the management team with weekly and month end reporting.
Liaise with clients and internal members of staff with the distribution of final fees in a timely manner.
Provide assistance and supporting documentation to auditors.
Manage and maintain our filing (scanning and linking documents online).
Ensure compliance with company standards, policies and procedures.
Be willing to travel off island as and when required to do so.

Skills & Experience:
Minimum of 3 years experience in a similar role.
To hold or be working towards a professional qualification is desirable.
Extensive regulatory and compliance understanding.
Have excellent organisational and communication skills.

Hours & Benefits:
Full time, competitive salary and benefits.

Job Purpose:
Payments Administrator required to join the Finance Department at an International Life Assurance Organisation. This position is primarily responsible for the processing of all company client payments and receipts in a timely and accurate manner.

Key Responsibilities:
Timely & accurate processing of all outward payments to clients.
Recording and banking of cheques which will involve driving company car to the bank.
Investigating and answering of all payment related queries for Internal Departments and External Banking partners.
Assisting the Bank reconciliations team by ensuring that correct information is recorded.
Accurate journaling of payments on a daily basis and ensuring filing is maintained in accordance with company procedures.

Skills & Experience:
Minimum of 5 GCSE Grades A-C including Maths and English and ideally have 1 year's banking or payment processing experience.
Ability to demonstrate accuracy especially when inputting data.
Must have a full clean driving licence.
Ability to work in a team environment and have strong organisational skills.

Hours & Benefits:
Full time, competitive salary and benefits package.

Job Purpose:
Senior Data Operations Analyst required for an international bank to provide operational middle and back office governance support on an initial contract basis.

Key Responsibilities:
Ensure policy and procedure standards are applied all aspects of static data activity.
Take responsibility for ensuring the accuracy and completeness of all data that they encounter and will also ensure that no substantive data integrity issues are found.
Drive consistency by ensuring policies and procedures are being applied consistently across all centres.
Apply extensive and comprehensive knowledge of complex processes to Relationship Managers, Clients and Projects as well as exception management, issue resolution, dealing with 3rd party vendors.
Occasionally responsible for checking others work, conducting “4 eyes” checking and giving signing off.

Skills & Experience:
A minimum of 2 years experience within financial services , preferably banking.
Sound knowledge of KYC requirements with an understanding of risk factors , high risk clients etc.
Confident in speaking with clients over the telephone and on occasion face to face if necessary.

Hours & Benefits:
Core hours 9am - 5pm could possibly accommodate on occasion 8am -4pm, excellent rates of pay- market competitive, based in central Douglas.

Job Purpose:
Administrator required to join an established Contract Services Organisations for an initial 6 months contract basis. The role will involve a high level of customer service both by telephone and by email, working with customers to assist them with specific queries.

Key Responsibilities:
Communicating clearly & precisely with a diverse range of individuals and using a range of methods, telephone and email to ensure any queries are resolved.
Performing administrative tasks as required.
Working as part of a team to ensure that any statutory and regulatory deadlines are met.

Skills & Experience:
Previous office experience required along with excellent communication skill, both written and verbal.

Hours & Benefits:
Full time hours and competitive hourly rate.
6 Month temporary contract.

Job Purpose:
A Property Investment Administrator is sought by an expanding Property Investment company based in central Douglas. Joining in a permanent capacity, the role holder will assist in running the company's client structures on a day-to-day basis.

Key Responsibilities:
Administration of all property matters, including purchases.
Maintaining purchase and sales ledgers.
Liaising with clients, advisors, bankers, brokers, and custodians.
Working closely with company Directors and Managers.
Database administration and other duties as necessary to support the team.

Skills & Experience:
2 years previous experience in trust or funds administration would be an advantage.
SAGE experience would be beneficial.
Good knowledge of Microsoft Office.
Excellent communication skills.
Knowledge of IOM and UK regulatory environment.

Hours & Benefits:
Full-time core business hours, based on a 37.5 hour working week; salary commensurate with relevant skills and experience.

Job Purpose:
Treasury/FX professional required to join an expanding Financial Services Group on the isle of Man. This is a new position as Treasury Manager, designed to support the operational delivery of client services with a focus on cash management, foreign exchange, daily rate setting, confirmation matching, authorisation of payments, managing external relationships and general administration.

Key Responsibilities:

Cash Management
Daily cash management, including placing money market deposits, preparation of payments for deals and monthly reporting.

Foreign Exchange
Placing of same day foreign exchange deals on behalf of clients by authorised persons.
Entries on Bridge/Pulse systems.
Deals placed with approved counterparties / banks.
Prepare payment instructions for payments team.
Managing liquidity.
Rolling/placing new hedges or monthly swaps.
Daily Rate Setting & Confirmation Matching.
Compile & distribute.
CLMA interest rate tier notifications.
Confirmation matching of foreign exchange and money market deals.

Skills & Experience:
Significant treasury/fx experience in a similar regulated environment.
Valid and valuable stakeholder experience both internally and externally.
Used to working to tight deadlines.
Hold a relevant related professional qualification, ACI Dealing Certificate.

Hours & Benefits:
Market rate salary and comprehensive benefits.

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.

Job Purpose:
An Asset Servicing Administrator is sought by an international Wealth Management organisation based in central Douglas. Joining on a permanent basis, the role holder will support the day-to-day operations of the Asset Services department.

Key Responsibilities:
Processing all equity and unit trust dividends received, and investigating & resolving any discrepancies with unit positions or cash received.
Monitor and interpret Corporate Action data received for onward despatch, & maintain the Corporate Action diary.
Source and input prices for all manually priced securities, and calculate prices for internal funds.
Review and set up new assets and securities, and transfer assets from or into company accounts.

Skills & Experience:
1 years previous experience within Financial Services, ideally within an Investment Operations environment.
Good eye for detail and consistent high levels of accuracy.
Proficient with MS Office applications.

Hours & Benefits:
Salary commensurate with relevant experience; full company benefits; full time core business hours.

Job Purpose:
An experienced Client Service Analyst is sought by a Douglas based international bank on a permanent basis. The role holder will serve as the first point of contact for external enquiries to the Client Servicing Team.

Key Responsibilities:
Providing a first-class experience for all customers, demonstrating full ownership of all queries and day-to-day banking requests.
Support the day to day needs of corporate clients over telephone and email.
Updating customer records and building customer contact information.
Identify and address customer issues, implementing preventative actions that benefit both customer and company wherever necessary.

Skills & Experience:
2 years previous experience operating in a customer-facing or telephony based role.
Excellent communication skills, confident dealing with complex customer queries and complaints.
Strong computer literacy and proficient keyboard skills.
A minimum of 5 GCSE's including English and Maths at Grade C or above.

Hours & Benefits:
Full time hours based on a 35 hour working week - the Client Servicing Team operates on a shift basis, from 7am-11pm, Monday to Sunday; Excellent salary and benefits package; Full & extensive training provided.

Job Purpose:
Customer Relations Advisor sought after by an International Life Assurance Organisation. Responsible for liaising with clients, both written and verbally, to resolve any queries in a professional and efficient manner.

Key Responsibilities:
To interpret customer needs, assesses requirements and identifies solutions for queries.
To liaise with all internal and external customers across all levels and works to establish consensus.
To develop in-depth experience, knowledge and skills in life assurance, customer service and complaint handling in line with company policy and regulations.
To review other complaint handlers responses to ensure consistent approach is being used, and to review for quality purposes. Coaching others to improve the quality within the team.
To be customer focused and demonstrate empathy, with an excellent attention to detail and fact-finding abilities.

Skills & Experience:
Previous experience in a similar role is essential, ideally within Life Assurance.
Excellent communication skills, both written and verbal.
The ability to organise their own work and meet tight deadlines.
Must be able to work on your own initiative as well as part of a team.

Hours & Benefits:
Full time business hours, competitive salary and benefits package.

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