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Operations Administrator (O910793)

Isle of Man

Assurance & Insurance

£20,000-£24,000 per annum plus benefits

Full time / Permanent

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Job description

Overview

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking an experienced Operations Administrator from a Life Assurance background to join their team.

The purpose of this role is to fulfil the requirements of the role within service standards, properly following internal processes and controls, and providing support to the rest of the team and division.

Role Profile

  • Liaise with External Account Managers & Custodians to set up new external managed accounts as required
  • Arrange payment to, or request money from, external managers as required
  • Assist with reconciliations and data cleansing activities
  • Assist the Valuations team as required
  • Deal with ad-hoc correspondence and telephone queries from External Account Managers & Custodians, financial advisers and sales branches as required
  • Involvement in third party relationships such as external managers, platforms and IFAs
  • Honesty and openness in all interactions, maintaining good relationships with all parties
  • Demonstrate corporate values and principles of the company
  • Demonstrate professionalism in all written and verbal communication
  • Understand and apply the Treating customers Fairly (TCF) principles in all aspects of the role and able to evidence how TCF has been considered in any task
  • Keen awareness of GDPR requirements
  • Ensure compliance and regulatory legislation requirements are met and adhered to
  • Work as part of a team in a collaborative and constructive manner
  • Support to the rest of the team, including answering queries, checking, training, and coaching.
  • Demonstrate awareness of the potential risks of activities performed and be able to evidence the controls in place to mitigate them
  • Highlight any efficiency opportunities within the area, suggesting changes
  • Identification and reporting of issues, with solutions suggested where possible

Person Profile

  • Minimum of 1 years' experience in the Life Assurance industry
  • Proven experience of dealing with external parties such as fund managers, custodians, and financial advisers
  • Experience in relationship management
  • Detailed knowledge of Microsoft Office applications (Word, Excel, Outlook)
  • Minimum of 5 x GCSE (or equivalent) grade C or above, including English and Maths
  • Understanding of various Investment instruments such as equities, bonds, collective investment Schemes, investment trusts, etc
  • Excellent communication skills (written and verbal)
  • Good telephone manner
  • Able to build trust and confidence in all relationships whether they are external or internal
  • Collaborative team player
  • Commitment to providing outstanding customer service
  • Experience of delivering for customers in a busy environment
  • Desire to discuss and share best practice
  • Honest, reliable and professional, takes ownership of responsibilities
  • Able to work within a team or own initiative
  • Take ownership of and learn from mistakes
  • Good administration, literacy, numeracy, planning and organisational skills
  • Able to meet targets and goals with accurate results
  • Flexible/adaptable to changing priorities
  • Maintain high level of accuracy including when under pressure
  • Proactive and keen to expand knowledge and take on new tasks
  • Positive can-do attitude and commitment to "get the job done"

Desirable, but not essential:

  • Formal qualifications in finance or a business related subject to A level standard or higher
  • Obtained or prepared to work towards a relevant professional qualification (e.g., Chartered Institute for Securities & Investment (CISI) - Certificate in Investment Operations)

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