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Job Purpose:
Permanent position as a Client Services Administrator, dealing with new client enquiries and correspondence, sought by Douglas-based Payroll company.

Key Responsibilities:
Dealing with new client enquiries, handling telephone/email queries and letter correspondence.
Ensuring all enquiries are dealt with quickly and efficiently.
Other office administrative duties as required.

Skills & Experience:
1-2 yrs Previous experience in a customer service capacity.
Confident communicator, with strong interpersonal skills.
Excellent IT skills, comfortable with all MS Office products.
Aptitude to work without direct supervision.

Hours & Benefits:
Competitive salary with full company benefits, 37.5 hour working week.

Job Purpose:
Senior Dealing Administrator required for a international life organisation to accurately record and execute dealing instructions on behalf of policyholders in line with Company service standards and the Investment Governance Regulations.

Key Responsibilities:
Accurately record and place all dealing instructions and external trades according to appropriate market guidelines and timeframes.
Process timely transfer of assets between the business to its appropriate counterparties.
Assist Team Leader in delivery of cross training within team and wider business.

Skills & Experience:
3 years previous experience within Life Assurance, ideally in Dealing and Investment Operations.
Study towards attainment of IOC is desirable.
Confident written and verbal communicator.

Hours & Benefits:
Salary commensurate with experience, full time business hours, full company benefits.

Job Purpose:
Entitlements Administrator, sought by international Life Assurance company to ensure the timely trade settlement of all investment transactions and to accurately administer external custodian accounts.

Key Responsibilities:
Process full trade settlement of all corporate actions and investment transactions.
Accurately administer external custodian accounts and custody records.
Correctly input corporate actions and dividends received into company databases and systems.
Assist in the collection of quarterly DFM and platform prices.

Skills & Experience:
Minimum 5 GCSEs including English and Maths.
1 years previous experience within an office environment, preferably within Life Assurance.
Excellent communication skills.

Hours & Benefits:
Market rate salary, full time business hours, full company benefits.

  • Dependent on Experience
Job Purpose:
Trust Administrator, responsible for providing and maintaining full service to advisors, settlors, and beneficiaries of company trusts, sought by International Life Assurance company.

Key Responsibilities:
Dealing with clients, IFAs, and Sales Team members via telephone and email.
Processing and pre-vetting new business applications.
Process and check annual reviews, highlighting issues and handling any amendments to trust or client information.
Process assignments, beneficiary distributions, and requests for payments.

Skills & Experience:
Minimum 2 years experience within Financial Services.
Knowledge of AML/KYC regulatory framework.
Considerable experience within customer facing administration roles.
Minimum 5 GCSEs (inc. English & Maths) at grade C or above.

Hours & Benefits:
Salary commensurate with experience, full company benefits, full time business hours.

Job Purpose:
Account Servicing Analyst, responsible for client onboarding & account servicing, sought by global banking corporation.

Key Responsibilities:
Account opening and closing, all static data amendments, quality assurance, and systems controls.
Ensuring all policy and procedure standards are applied in all aspects of static data activity.
Maintaining full accuracy and completeness of all customer data encountered.

Skills & Experience:
Previous experience in an account servicing role within banking or life assurance.
Excellent written and verbal communication skills.
Minimum of 5 GCSEs, including Maths and English.
Strong computer literacy skills, proficient with MS Office products.

Hours & Benefits:
Full time business hours, competitive salary and excellent training and company benefits.

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:
Experienced Sales Executive, sought by established Payroll Services Group based in Douglas.

Key Responsibilities:
Selling to warm leads, and creating own leads in order to exceed targets.
Managing own workflow, lead pipeline, and priorities through to sale.
Managing own aftersales relationships, ensuring ongoing relationship building and cross selling/referral opportunities.
Support clients throughout entire sales process, from application to payment.

Skills & Experience:
2 years previous experience within a sales role, preferably within payroll industry.
Proven track record in meeting and exceeding sales targets.
Excellent telephone negotiation and closing skills.

Hours & Benefits:
Highly competitive salary and commission structure, full time business hours.

Job Purpose:
Experienced Bookkeeper required to join an established Corporate Services Provider based in the North of the Island.

Key Responsibilities:
Company and Trust bookkeeping, reconciliations, and client accounting.
Preparing financial statements and drafting correspondence & documentation for signature.
Direct liaison with intermediaries including brokers, banks, tenants and other third parties.
Other general bookkeeping and administration duties as required.

Skills & Experience:
Experience working within a CSP or accountancy firm is essential, ideally within a client accounting environment.
Good experience in bookkeeping systems and Quickbooks.
Detailed knowledge of MS Office products.
Strong communication skills, both written and verbal.

Hours & Benefits:
Full time business hours, salary commensurate with experience and qualifications.

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