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Job Purpose:
A leading Life Assurance and Private Wealth organisation based in central Douglas are seeking an experienced Administrator to join their New Business and Welcome Team. Joining on a permanent basis, you'll hold responsibility for the provision of timely and accurate illustrations; offer guidance on Source of Wealth, Territory Decisions, and KYC requirements; and complete new business application forms.
Key Responsibilities:
Produce new business and additional single premium illustrations across all products
Create and maintain accurate client records on the team workflow system through the pre-sale process
Vet new applications, identifying any additional requirements for all products and client types
Skills & Experience:
Previous experience in a similar New Business role is essential
Strong understanding of KYC/AML requirements
Excellent telephone manner and verbal communication skills
FPC1, IAQ or equivalent qualifications are highly preferred
Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package
A leading Life Assurance and Private Wealth organisation based in central Douglas are seeking an experienced Administrator to join their New Business and Welcome Team. Joining on a permanent basis, you'll hold responsibility for the provision of timely and accurate illustrations; offer guidance on Source of Wealth, Territory Decisions, and KYC requirements; and complete new business application forms.
Key Responsibilities:
Produce new business and additional single premium illustrations across all products
Create and maintain accurate client records on the team workflow system through the pre-sale process
Vet new applications, identifying any additional requirements for all products and client types
Skills & Experience:
Previous experience in a similar New Business role is essential
Strong understanding of KYC/AML requirements
Excellent telephone manner and verbal communication skills
FPC1, IAQ or equivalent qualifications are highly preferred
Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package
Job Purpose:
A Customer Sales Administrator is sought by a leading Retail & Distribution company based in the north of the island. Joining as a permanent member of a small friendly team, the role requires regular, confident communication by telephone and the ability to resolve customer enquiries in a timely manner.
Key Responsibilities:
Liaising with customers (mainly via telephone and email)
Inputting daily orders
Creating the daily production lists
Running reports
Skills & Experience:
Previous experience in a busy office environment is essential
Excellent customer service and communication skills
A working knowledge of MS Excel, Word, and Outlook
Ability to work unsupervised but with a strong team-working ethic
Hours & Benefits:
36 hours p/w - Saturday morning hours (09:00-13:00) are included on a rota basis; Salary commensurate with relevant skills and experience; Free parking nearby
A Customer Sales Administrator is sought by a leading Retail & Distribution company based in the north of the island. Joining as a permanent member of a small friendly team, the role requires regular, confident communication by telephone and the ability to resolve customer enquiries in a timely manner.
Key Responsibilities:
Liaising with customers (mainly via telephone and email)
Inputting daily orders
Creating the daily production lists
Running reports
Skills & Experience:
Previous experience in a busy office environment is essential
Excellent customer service and communication skills
A working knowledge of MS Excel, Word, and Outlook
Ability to work unsupervised but with a strong team-working ethic
Hours & Benefits:
36 hours p/w - Saturday morning hours (09:00-13:00) are included on a rota basis; Salary commensurate with relevant skills and experience; Free parking nearby
Job Purpose:
Experienced customer services administrator is sought to join the customer services team of an international wealth platform company.
Key Responsibilities:
Review new business applications for quality and regulatory anti money laundering and counter terrorism financing control purposes
Ensure new business applications have been accepted and processed in line with internal guidelines and procedures
Contract financial advisers and customers to request outstanding information
Data capture and record management information data
Skills & Experience:
A minimum of 2 years' experience within a new business role within investments or life assurance
Strong communication and organisational skills
Ability to deliver accuracy and quality performance
Hours & benefits:
Full time, core business hours - permanent role.
Experienced customer services administrator is sought to join the customer services team of an international wealth platform company.
Key Responsibilities:
Review new business applications for quality and regulatory anti money laundering and counter terrorism financing control purposes
Ensure new business applications have been accepted and processed in line with internal guidelines and procedures
Contract financial advisers and customers to request outstanding information
Data capture and record management information data
Skills & Experience:
A minimum of 2 years' experience within a new business role within investments or life assurance
Strong communication and organisational skills
Ability to deliver accuracy and quality performance
Hours & benefits:
Full time, core business hours - permanent role.
Job Purpose:
Experienced senior administrators required to join the customer services team of an international wealth platform company. The successful applicant will have an in depth understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail.
Key Responsibilities:
Review new business applications for quality and regulatory anti money laundering and counter terrorism financing control purposes
Ensure that new business applications have been accepted and processed in line with internal guidelines and features
Contact financial advisers and customers to request outstanding information
Provide support and assistance to the sales force and brokers on processes and operational procedures
Skills & Experience:
Proven new business experience within Life Assurance or Investments
Strong communication and organisational skills
Excellent report writing and analytical skills
Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring expectations are managed
Hours & Benefits:
Full time, core business hours - permanent position. Salary in line with experience
Experienced senior administrators required to join the customer services team of an international wealth platform company. The successful applicant will have an in depth understanding of customer due diligence, new business acceptance and regulatory requirements with strong attention to detail.
Key Responsibilities:
Review new business applications for quality and regulatory anti money laundering and counter terrorism financing control purposes
Ensure that new business applications have been accepted and processed in line with internal guidelines and features
Contact financial advisers and customers to request outstanding information
Provide support and assistance to the sales force and brokers on processes and operational procedures
Skills & Experience:
Proven new business experience within Life Assurance or Investments
Strong communication and organisational skills
Excellent report writing and analytical skills
Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring expectations are managed
Hours & Benefits:
Full time, core business hours - permanent position. Salary in line with experience
Job Purpose:
Sales Executive required on a short term contract basis for a Gaming organisation , you will execute outbound calling to customers who have registered to achieve sustainable growth for long-term business success
Key Responsibilities:
Primary contact for new non depositing customers
Working closely with mirror teams proactively informing them of issues and improvements which will help the onboarding process
Result analysis
Performing any other tasks assigned by the Director of New Brands
Skills & Experience:
A proven track record of sales with an Interest in the gaming industry
Fluent in Mandarin is essential
First class communication skills in building close relationship with new customers
Confidence in making proactive and reactive contact with new customers
Able to manage information & data
Hours & Benefits:
Three month contract - Full time hours
Competitive salary
Sales Executive required on a short term contract basis for a Gaming organisation , you will execute outbound calling to customers who have registered to achieve sustainable growth for long-term business success
Key Responsibilities:
Primary contact for new non depositing customers
Working closely with mirror teams proactively informing them of issues and improvements which will help the onboarding process
Result analysis
Performing any other tasks assigned by the Director of New Brands
Skills & Experience:
A proven track record of sales with an Interest in the gaming industry
Fluent in Mandarin is essential
First class communication skills in building close relationship with new customers
Confidence in making proactive and reactive contact with new customers
Able to manage information & data
Hours & Benefits:
Three month contract - Full time hours
Competitive salary
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