Main characteristics
- Location
- Isle of Man
- Company
- Orchard Recruitment Ltd
- Salary
- £30000/annum excellent package
- Employment type
- Permanent
- Category
- Administration
Job summary
Our Financial Services Client in Douglas is enjoying tremendous growth and have ahead of them an exciting portfolio. To support them through this, they require a Senior Administrator to assist the Manager & Supervisor with the operations of the Welcome & New Business Teams.Job Role
The Welcome & New Business Senior Administrator will perform the following duties:
* Deal with queries from clients, both internally and externally via telephone or written communication.
* Produce new business and additional single premium illustrations across all products
* Thorough understanding of the underwriting, special deal, source of wealth and territory decision processes
* Have a strong understanding of KYC/AML requirements
* Adhere to regulatory legislation and ensure compliance requirements are met
* Accurately create and maintain client records on team workflow system throughout the pre-sale process
* Ability to vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
* Update systems appropriately following receipt of outstanding documentation for pipeline applications
* Work to tight deadlines and ensure issue checking is prepared by 3pm
* Identify problem areas and offer various solutions wherever possible
* Identify & log any Complaints / VODs that are received. Ensuring the complaints procedure is followed correctly
Person Profile
* A good working knowledge of systems such as Microsoft office, AIA, ICE, APACHE, WORM, CARE LOGGER
* Excellent telephone manner
* Excellent communication skills both written and verbal
* Ability to work under pressure.
* Commitment to providing outstanding customer service
Benefits: excellent package
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