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Senior New Business Administrator, Permanent, Isle of Man

A leading Wealth Management company are seeking a Senior Administrator within the New Business Customer Service team to assist with the operations of the Welcome and New Business teams to effectively deliver a direct service to clients, both internal and external by the processing of all requests within specified servicing times.

The Role...


Timely and accurate production of work with service standards consistently achieved
Accurate and timely issue of new business applications and production of illustrations
Ensuring the quality of work actioned in the team is of a high standard and that relevant processes are followed
Customer satisfaction by ensuring upheld complaints and VoDs are kept to a minimum
Assist the Supervisor by daily WoRM and Workflow management of team work items to ensure all work is completed within SLA

About You...


A strong knowledge of both pre and post adviser charging arrangements, regulation and procedures
Strong understanding of our application forms and KYC/AML requirements
A good working knowledge of systems including Microsoft office, AIA, APACHE, WORM, CARE LOGGER

The Reward...


Competitive Salary
Benefits package

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