Policy Servicing Administrator

5 days ago

Isle of Man, United Kingdom UTMOST WEALTH SOLUTIONS Full time

**Job Title **Policy Servicing

Administrator

**Reports to **Policy Servicing & AMP

Manager

**Operating**

**Group**

Utmost Wealth Solutions **Location **Isle of Man

**Job Purpose**

To effectively deliver a direct service to clients and IFAs by the processing of Servicing

requests within specified servicing times.

**Main tasks and responsibilities**

**Key Performance Indicators **

Strong Written and Verbal communication

internally/externally

Ability to deal with clients, both internal and

Assist with coaching & training team members,

providing feedback to department manager

Assist with checking work produced by other

team members

Identify problem areas and offer various

solutions wherever possible

Adhere to regulatory legislation and ensure

compliance requirements are met

Work as part of a team

Work to deadlines

Vetting, setting up and processing of

Assignments & Notice of Interest

Vetting and processing Trust requests (placing

into Trust, Additional Trustees/Retirement of

Trustees requests etc.)

Dealing with and understanding Death claims

processes

system

Processing more complex work items

Meet service standards

Achieve objectives set

at Team and Company

level

Satisfactory Audit and

Business Risk review

results

Retain accurate & up to

date procedural

documentation

Ensure that the quality of

work produced is of a

high standard and that

the relevant processes

are followed

Train team members to

an acceptable level

**_Knowledge, Skills and Behaviours Essential or Desirable _**

**Knowledge - Experience or qualifications **

Minimum of 2 years’ experience in Financial

Services.

Detailed Knowledge of Microsoft Office Applications

(Word, Excel, Outlook)

Ability to compose good standard of ad hoc letters

/ fax

Considerable experience within a customer facing

administration role** **

GCSE (or equivalent) grade C or above English and

Maths

Essential

**Skills and Behaviours **

Excellent communication skills (written & verbal)

Knowledge of the regulatory framework (AML/KYC)

Ability to meet individual targets and goals with

accurate results** **

Excellent telephone manner

Commitment to providing outstanding customer

service** **

Strong planning and organisational skills

Ability to work within a team or on own initiative

Can maintain high level of accuracy and still work

within agreed service standards.

Ability to work under pressure***

Essential

Utmost Group is an equal opportunities employer

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