Part Time Trust Administrator, Permanent Job, Isle of Man
Part time Trust Administrator required to join a leading International Life Assurance Organisation. The role will be responsible for providing and maintaining a superior level of service to advisers, settlors and beneficiaries of trusts administered by the company and requires.
Liaise with client, IFA's and the sales team via telephone, fax and email.
Assist with reviewing new business applications, checking annual reviews, payments and processing amendments to trust and client information.
Adhering to regulatory legislation and ensuring compliance requirements are met.
Liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively.
Process invoices and trust company payments as required.
Produce and file trust minutes.
Skills & Experience:
Minimum of 2 years working within financial services, preferably within Life Assurance.
Must have excellent communication and organisational skills.
Must have the ability to work using your own initiative and have a proactive approach.
Hours & Benefits:
Market rate salary and competitive benefits package.
Part-time role, 20 hours per week required, offering flexibility with how the hours are worked.
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