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Job Purpose:
An Insurance Technician is sought by a leading Captive Insurance organisation based in central Douglas, on a permanent basis. The role holder will assist Senior Account Managers and Accountants with the management and administration of their clients, along with ad-hoc duties that may arise from time to time. This is a highly progressive role, with the long term objective of increasing participation in client service and ultimately client ownership.

Key Responsibilities:
Provide support, bordereaux reviews, payments (preparing bank instructions) and updating reports for various clients
Preparation and formatting of board meeting packs and arranging their timely distribution
Board meeting arrangements
Ad-hoc support of various internal projects

Skills & Experience:
Highly organised with strong administrative qualities and high standards of accuracy
Excellent MS Excel & Word skills
An insurance background is highly preferable
Numerate, flexible, with strong inter-personal and team-working skills
Confident in working with external clients

Hours & Benefits:
Full time business hours (35 hours p/w, though working hours may be flexible to accommodate client needs); Competitive salary and benefits package


Job Purpose:
An international Life Assurance organisation are seeking an Administrator to join their Change team, within the Customer Journey department. The role holder will process all items of work within agreed timescales, maintaining high levels of accuracy.

Key Responsibilities:
Ensure all work items allocated are processed each day and that you provide a work position at the end of each day
Process all change of broker, trust amendment, standard assignment, and fund advisor appointment requests to a level of 98.5% accuracy and above
Ensure that callbox allocated items are processed daily

Skills & Experience:
Previous experience within Financial Services, ideally within Life Assurance, is highly beneficial
Study towards attainment of FA1 is desirable but not mandatory
Excellent written and verbal communication skills

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


Job Purpose:
Senior Administrator required to join a Life organisation to actively engage in the CanPay processes whilst positively delivering the best possible customer experience.

Key Responsibilities:
Administration duties relating to the withdrawal process stages for both the IOM and Dublin office
Proactively identify enhancements to processes and contribute towards their implementation
Ensure compliance with Company policies, regulatory, professional & legal requirements

Skills & Experience:
A minimum of 1 to 2 years' experience within a similar financial services environment would be an advantage
Logical and organised approach to problem solving
Desire to develop a career within a customer centric environment
Strong attention to detail and enjoys delivering quality outcomes

Hours & Benefits:
Full Time - Permanent hours
Salary dependant on previous experience


Job Purpose:
A leading life assurance organisation are looking for a Project Accountant on an 18 month contract who can provide technical accounting input into a wide range of business projects including implementation of IFRS17

Key Responsibilities:
Reporting to the FAR Controller, the duties are analytical, evaluative, interpretive and dynamic in nature. The role involves working day-to-day alongside colleagues both inside and outside Finance, and will involving both supporting/coaching and performing tasks independently
Business process mappings and re-engineering
Defining accounting rules
System configuration; user acceptance testing
Preparation of data for migration
Implementation support

Skills & Experience:
Qualified accountant (ACA or ACCA), with 3 years PQE
Technically up to date with accounting standards, in particular IFRS, with the ability to investigate technical accounting issues
Experience gained from working for or auditing of Life insurance companies would be particularly beneficial
Excellent communication skills both written and verbal

Hours & Benefits:
Business hours, competitive remuneration, Douglas based, parking on site

Job Purpose:
Cash Processing Technician required to join an international Life organisation on a 12 month contract basis, the role holder will Ensure the smooth processing of money in and money out of the companies bank accounts with a focus on controls to ensure entries are posted accurately, efficiently and in a timely manner without exposing the company to financial loss and answering any related queries

Key Responsibilities:
Ensuring ASL and timelines within International Finance Operations are met
Ensure Robust procedures are in place and regularly monitored
Maintain an up-to date knowledge of payment industry developments and standards, in order to ensure that the company are taking full advantage of all available opportunities, for all premium and payment related matters
To provide review to pro-actively identify issues and support any process or systems developments needed to fix problems before they become issues
Monitor and challenge where necessary, any costs associated with the administration of our bank accounts and processing services
Act as a point of contact with banks and third party service providers relating to cash processes

Skills & Experience:
2+ years experience within a reconciliations or similar environment
Life Office or relevant Financial Services experience in a Finance team
A working knowledge of the major international banking systems
Minimum of Intermediate standard in using Excel, Access, Outlook, Work flow and policyholder systems

Hours & Benefits:
Standard working hours 9am -5pm
Competitive rates of pay
Parking on site


Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required
Conducting investment and annual reviews
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts
Responsibility for client billing and debt collection

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries
Positive approach, should be used to working both independently as well as part of a team

Hours & Benefits:
Full time hours, competitive salary and benefits


Job Purpose:
An Investment Technical Analyst is required to join a Financial services organisation based in the South of the Island to deliver an effective function on the valuation and technical aspects of the company's investment holdings.

Key Responsibilities:
Perform asset reviews to determine acceptability from a legal, regulatory compliance, and operational perspective, in line with Investment Policies & Business Standards
Perform monitoring and governance processes in line with Business Standards, ensuring a robust control environment around the asset vetting process
Review and implement legal agreements with Custodians, Discretionary Fund Managers, Fund platform providers & Fund Managers, as required
Provision of expert support service to the international business units, including the Investments, Marketing, Customer Services and Sales functions

Skills & Experience:
Previous Investment experience with a Professional qualification such as CISI / CII or equivalent is necessary
Demonstrates robust level of numeracy to perform effectively within role
Excellent verbal and written communication skills with Accuracy, analytical skills and attention to detail

Hours:
Full Time hours - 35 hours per week
Competitive salary and 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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