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Job Purpose:
Permanent opportunities for Essential Banking Executives to join the Customer Service department of a global banking corporation. The successful applicants will be the first point of contact for all client enquiries by telephone, email, online banking, and written communications.

Key Responsibilities:
Take ownership of all customer queries, providing a first-class experience for all day-to-day banking requirements.
Proactively educate customers on company features and benefits and manage them throughout the process.
Act on customer prompts to capture relevant data, making changes to accounts in line with company service procedures.

Skills & Experience:
Previous experience within a customer service-based role is essential, preferably within Financial Services.
Excellent communication skills, with a confident and calm telephone manner.
A strong level of computer literacy and proficient keyboard skills.
Minimum 5 GCSEs at grades A*-C including English and Maths.

Hours & Benefits:
Central Douglas, excellent salary and benefits package, and extensive training is provided.
The Customer Contact centre operates on a shift basis from 7am-8pm Mon-Fri, and occasional weekend work will be required.

Job Purpose:
A qualified & highly experienced Company Secretary with a track record within a large global Group, is sought by an International advisory and administration firm. The role will provide a corporate governance and company secretarial administrative service offering, to the Groups entities and will require the individual to build strong service relationships with internal and external stakeholders.

Key Responsibilities:
Leading a small team, and managing the budget for the group secretarial function, the Group Company Secretary will be responsible for providing company secretarial and corporate governance services to the Group and it's subsidiary entities.
Ensuring that work is undertaken in accordance with the Corporate Governance Framework and best practice.
Providing support and advice to Board and Committee members and working closely with key internal and external stakeholders.
Overseeing the maintenance of the annual calendar of board and committee matters; scheduling, coordinating and operating board and committee meetings, including AGM and EGMs and drafting documentation for these meetings.
Acting as Secretary to the Board and Committees and managing ad hoc Group projects
Overseeing FATCA/ CRS requirements and other company regulatory reporting for Group entities.
Travel to different Group offices is likely to be required on a quarterly basis.

Skills & Experience:
10 years experience as a Company Secretary within a large global group.
ICSA qualified, or a qualified accountant or lawyer.
Experienced in working at an executive level within an International business, advising and supporting Boards and Committees and travelling to Group offices, as needed
Strong communication and organisation skills, used to organising and coordinating and operating board and committee meetings, as well as leading a small team.

Hours & Benefits:
Highly competitive salary and benefits package, full time hours.

Job Purpose:
Multiple permanent opportunities to join the customer service team of a leading International Life Assurance Organisation, as first point of contact you will be accountable for dealing with initial enquiries from clients and manage them according to the companies service standards.

Key Responsibilities:
First point of contact for customers and financial advisers over the telephone and email.
Assist in resolving client queries.
Build key relationships within the business.

Skills & Experience:
Experience in a Customer Service environment from any sector.
Excellent communication and listening skills.
Resilience to working under pressure and to tight deadlines.
Good computer skills.

Hours & Benefits:
Monday - Friday, shifts between the hours of 8.00 to 17.30.
Salary dependent on experience.

Job Purpose:
Administrators required to undertake multiple long term contract opportunities within an International Life Assurance Organisation. The role holder will operate within the Discretionary and Reconciliations Teams as part of the overall Investments function of the business.

Key Responsibilities:
Responsibility for, and delivery of, daily administration processes within the team primarily (but not limited to) production of accurate and timely valuations within given timeframes.
Responsibility for, own allocation, enquiry management and resolution related to own responsibilities to the required level of accuracy, being accountable for the quality of service provided including timely and effective communication.
Accuracy and timeliness of delivery is a significant aspect of the role.
Delivery of service to customers, through occasional email and telephone communication related to the process within your sphere of responsibility, in line with service standards and key performance indicators including the maintenance of good working relationships.
Technical competence in all aspects of own function and appreciation of all other Investment Administration Functions. To include an awareness of Industry best practice in own function and a comprehension of current Investment Administration Industry initiatives.
Competent in the use of Investment and Corporate systems relevant to own role, this also includes detailed understanding of Microsoft applications especially excel and word, and awareness of all company Investment systems and contingency practices.
Ensure the escalation of all issues and risk events upon identification, while contributing to solutions and recommendation to mitigate risk.
Good understanding of Risk Management Framework (RMF) and Financial Control Initiative (FCI) within functional area and knowledge of control points or mechanisms to support the department's commitment to accuracy and quality.
Awareness of regulations applicable to Investment Administration.

Skills & Experience:
Previous administrative experience is desirable preferably within Financial Services and in particularly within a Life Organisation.
A minimum of 5 GCSE's grades A*- C including Maths and English.
Proficient user of all Microsoft Office programs.

Hours & Benefits:
Highly competitive pay rate, strucutred working pattern-core business hours, parking on site and in the area.

Job Purpose
Qualified or part qualified Accountant is sought by an established Douglas-based Financial Services Group, to join an Accountancy division of the firm. The role holder will be responsible for the preparation of financial statements and tax and VAT returns for a portfolio of clients, also liaising with clients to understand their accounting needs.

Key Responsibilities:
Preparation of Financial Statements, Tax and VAT returns.
Providing timely and accurate reporting of financial information to clients.
Managing a portfolio of clients and liaising with them to understand their accounting requirements.
Working as part of a team, towards team objectives and deadlines.

Skills & Experience:
Part qualified / fully qualified ACCA / ACA would be preferred.
Strong communication skills, able to build working relationships with internal and external clients and intermediaries, including HMRC and Companies House.
Experienced in working autonomously but also as part of a small team.
Used to meeting challenging deadlines and managing diverse role responsibilities, developing knowledge as required.

Hours & Benefits:
9am - 5.30pm, competitive salary and benefits package, (with free car parking available nearby).

Job Purpose:
Tax Investigations Administrator required to join a Payroll Service organisation to undertake all aspects of compliance work on personal tax returns within the tax team. The role will focus on assisting with the handling of personal tax returns for employees, directors, owners and partners of predominantly UK businesses. The successful candidate will initially join on a temporary basis with the potential to progress into a permanent role.

Key Responsibilities:
Email & telephone communications with clients, HMRC and other 3rd parties.
Assisting with tax payments and maintaining the payment records.
Preparation of non-complex UK personal tax returns.
General administration duties.

Skills & Experience:
Previous experience in a tax or Compliance role is preferred, but not essential.
Excellent level of attention to detail.
Be able to work as part of a team and independently.
Flexible and adaptable approach to large quantities of workload.
Able to meet deadlines whilst working under pressure using own initiative.
High level of Microsoft Office (word, excel and outlook) experience is essential.
GCSE Maths and English grade A - C is essential.

Hours & Benefits:
Hours of work 9am -5.30pm.
Salary dependent on experience.
Douglas based.

Job Purpose:
Experienced Administrator required to join the Customer & Network Services Team of a leading Utilities organisation . The role holder will be responsible for the safe delivery of all customer facing operational processes and activities as well as the safe, quality, on-time and efficient delivery of all asset and customer generated operational work to agreed standards of service and service level agreements.

Key Responsibilities:
Purchase Orders & Invoices.
Liaise with suppliers and customers.
Update daily spreadsheets.
Preliminary end of month stats preparation.
Take phone calls and messages when required.
Timesheets.
Raising and completing jobs and updating system with job information.
Personal welfare - holidays, sickness, rota.
Providing plans of network to third parties.
Processing advocate search requests.

Skills & Experience:
Possess good IT skills across Microsoft packages and database systems.
Demonstrate good communications skills both verbally and written.
Possess good administrative and organisation skills.
Demonstrate customer service skills, ideally obtained in a utilities or similar industry.

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

Job Purpose:
Pensions Administrator required to join a wealth Management organisation based in the south of the Island. The role holder will assist the IOM Pension team with day to day administration duties.

Key Responsibilities:
Assist and work collaboratively with the Pension Team on day-to-day administrative tasks and matters in respect of new and existing members of Pension schemes.
Deliver the highest level of client service, exceeding client expectations.
Ensure effective and efficient client correspondence in a timely manner.
Ensure client procedures are followed at all times.
Develop an understanding of legal and regulatory requirements and industry best practice, which are relevant to Optimus and its clients.
Represent the cultural values of the business in all aspects of day-to-day work.
Review of new application packs.
Drafting of minutes for trustee approval.
Liaising with ceding scheme providers.
Logging all client related work via file note system.
Bookkeeping of receipts and payments into Viewpoint.

Skills & Experience:
Preferably 1-2 years experience in an administration role.
The ability to deliver excellent client service communication, skills, both verbal and written.
High levels of accuracy and attention to detail with commitment to learning in a fast paced environment.
A working knowledge of the following systems: Word, Excel, and Outlook.

Hours & Benefits:
Hours of work 9am -5pm Monday - Friday.
Market rate salary with a competitive benefits package.

Job Purpose:
Senior Group Risk Manager required to join a global wealth management company, to be responsible for the provision of risk support and guidance to the Managers and Directors across the Group.

Key Responsibilities:
Actively lead and manage the Group Risk team to ensure quality of service and achievement of goals.
Conduct risk reviews and monitor procedures to ensure satisfactory performance and compliance within the existing Risk Management Framework.
Develop risk related policies, procedures and systems at Group level and monitor and support their implementation at unit level where appropriate, providing relevant advice and guidance where required.
Work collaboratively with Business Units to understand any issues identified through risk monitoring, developing awareness of actions to improve control weaknesses.
Provide effective support to the Management Committee, the Group Board and the Group Risk and Compliance Committee.
Develop strong working relationships, internally and externally, as required
Lead the delivery of up-to-date reports and management information on risk trends in each jurisdiction and proactively alert Group Risk Directors on any issues or potential risks.

Skills & Experience:
Extensive experience in risk/ audit is essential.
Should have a detailed understanding and experience of risk identification and mitigation.
Experienced in the management, development and implementation of policies and procedures.
Minimum of three years' experience at a senior level, to include staff management.
Ideally excellent knowledge of fiduciary services operations, although financial services. operations within Banking or Insurance can also be considered.
Relevant degree level or equivalent relevant professional qualification.
Proactive approach to planning and organising tasks.

Hours & Benefits:
Excellent benefits package and competitive salary.

Job Purpose:
Execution Support & Helpdesk Analyst required to join the online Helpdesk team of an International bank. The role holder will provide high quality customer service, acting as a key point of contact to resolve clients' queries.

Key Responsibilities:
Providing technical assistance and support to general inquiries.
Liaising between clients, internal teams and relationship managers.
Processing internal payments on behalf of clients.

Skills & Experience:
1-2 years experience in delivering high quality customer services.
An understanding of investment types and the end to end process of a transactions in desirable.
Excellent communication skills.

Hours & Benefits:
Full time hours, market rate salary with benefits package. Full training will be given.

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