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Job Purpose:
A Private Wealth organisation based in central Douglas are seeking an experienced New Business Administrator on a six-month fixed-term contract basis. The role holder will be primarily involved in the account opening process, account maintenance, data integrity, and adhering to AML regulations.

Key Responsibilities:
Review new business applications for both corporate and personal clients
Use of 3rd party systems to check KYC, CDD, and sanctions
Make capable and effective decisions and escalate problems within reporting lines

Skills & Experience:
Previous experience in a dedicated New Business role is essential
Sound understanding of personal and corporate AML, CDD, and EDD requirements needed for account onboarding
Effective time management skills, capable of meeting challenging deadlines

Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience

Job Purpose:
Customer consultant required to join the claims team of a life assurance company to provide accurate service in a knowledgeable professional manner, ensuring customer satisfaction at all times.

Key Responsibilities:
Manage all customer requests in a confident and proactive manner via email, telephone and letter
Comply with current compliance and legislation procedures
Able to provide support and training to others
Ensure accuracy and completeness of own work whilst responding to requests
Build beneficial relationships with customers

Skills & Experience:
Life assurance experience (particularly claims) is essential
Proven experience within a customer service environment
5 GCSEs including Mathematics & English
Able to communicate effectively internally and externally

Hours & Benefits:
Full time, core business hours - salary in line with experience

Job Purpose:
An international Life Assurance organisation are seeking a Settlements Analyst, to join their wider Settlements & Investments Accounting Team. Reporting to the Settlements Manager, this position will handle the settlement of all investment related transactions across client portfolios in a timely and efficient manner.

Key Responsibilities:
Settlement processing
Monitoring and clearing of any outstanding bank and asset reconciliation items
Query handling and problem solving with a range of internal and external parties

Skills & Experience:
Previous experience in a similar role is essential
A good understanding of the different types of investments of a single premium policy and the markets they settle in
Knowledge of stockbroking and custodian working practices

Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package

Job Purpose:
An Administrator is required to join the Settlements department of an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will process the contract notes and physical settlement of all investment trades.

Key Responsibilities:
Daily processing, checking, and reconciliation of subscription & redemption trades, dividends, and rebates.
Assist/oversee the production and issue of quarterly valuations.
Daily cash processing od settlement deals on EQ/Banking systems and processing of custody transactions.
Production and timely execution of settlement documentation, including preparation of the sealing register.

Skills & Experience:
Minimum 2 year's previous experience within the finance or Life Assurance industry.
Previous experience working within Dealing or Investment Operations area.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with ability to compose good standard ad hoc letters/fax.
Good numeracy skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.

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