Discretionary Administrator, Permanent Job, Isle of Man
A Discretionary Administrator is sought in a permanent capacity by an international Life Assurance company. The role is focused on the reconciliation of DFM customer accounts on a monthly/quarterly basis.
Ensure the top 50 MFMs are reconciled within Quarter End deadlines.
Liaise with custodians to ensure queries are dealt with promptly.
Timely completion of New Premiums and Surrenders.
Monitor and review all assets held on customer policies, identifying any breaches and following reporting/escalation procedures.
Input of contract notes to the back office system.
Skills & Experience:
Minimum of 5 GCSE's (including English and Maths) at grade C or above.
1 years previous experience in an administrative role within Life Assurance.
An understanding of Discretionary Managed Accounts.
Hours & Benefits:
Full time business hours, based on a 35 hour working week; full company benefits package and competitive salary.
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