Senior Administrator

1 day ago


Isle of Man, United Kingdom Canada Life Full time

Canada Life International offers a variety of international solutions which are designed to grow your savings and investments. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcomingorganisation.

Having been established for 30 years, CLI remains one of the leading international providers. Our combined assets under administration is £17.2bn (as at 30 Sep 2019). Canada Life International Limited is the only international company to have received a 5 StarAKG rating for seventeen consecutive years.

Canada Life International is transforming to create a more customer-focused business by providing our customers with expertise on financial and estate planning, offering international investment and saving propositions, and providing protection solutions tocustomers

**Job Purpose**
- To ensure that we provide a service to our customers in line with our Company values.
- Overall knowledge of the Investment Administration Department; Processing dividends, processing corporate actions, asset review / due diligence, account opening and AML refresh requests, quarterly valuations process.
- To help gather the appropriate data to assist with the notification of corporate actions to Policyholders and their advisers and to subsequently assist with the co-ordination of their responses and onward instruction to the market.
- To ensure the timely trade input and reconciliation of dividends and associated transactions
- To handle complex queries, providing a high quality of service that is accurate and within stated timescales.
- To maintain a high level of technical knowledge to facilitate rotation into other teams as and when required to ensure service levels are maintained.
- To ensure the timely trade settlement of all investment transactions and to accurately administer external custodian accounts and custody records
- To support the Team Lead / Management Team by delivering training and coaching to team members.

**Key Accountabilities**

1) To provide product information and undertake tasks in response to complex customer requests, and to amend and maintain accurate company records, ensuring that legislative, customer and Company requirements and service standards are met.

2) To train, coach and mentor new and existing team members, taking ownership of training plans.

3) To maintain a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams as and when required to ensure service levels are maintained.

4) To deputise and represent the Team Leader, ensuring customer commitments are met. To act as a positive role model within and outside of Investment Operations.

5) To investigate and resolve complex complaints, deal with telephone queries and fully document how they are resolved. To ensure all communications are handled accurately and to adopt the most appropriate method of communication in line with the divisional,regulatory and complaint procedures.

6) To continually review and improve the department’s processes and procedures to ensure service levels are maintained and, where appropriate, enhanced in line with Company policies, regulatory, professional and legal requirements.

7) To co-ordinate, contribute and represent Investment Operations in ad hoc projects. To liaise and develop working relationships with other business areas as needed.

**Desired Knowledge / Experience / Skills**
- Diligent and conscientious in the accuracy of their work, excellent attention to detail
- Excellent written and verbal communication skills
- Excellent Customer Service skills
- Previous experience in training and coaching
- "Can Do", proactive attitude
- Ability to operate in a fast paced, dynamic environment and able to work under pressure
- Intermediate knowledge and experience of MS Office

**Qualifications**:

- Minimum 5 A* - C / 9 - 4 Grade GCSEs (including English and Maths) or equivalent - essential
- Introduction To Securities desirable not mandatory

**What you’ll like about working here**

As a Canada Life colleague, you’ll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You’ll also receive the support youneed with your personal and professional development.

Our focus is to have an engaged, committed and motivated work force, operating in a high performing and collaborative culture. We want to create an organisation that offers opportunities for all our people to develop their skills and talent, and build rewardingcareers with us.

**Diversity and inclusion**

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences


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