Senior Administrator – Change Team

Permanent
  • Post Date: June 6, 2019
  • Isle of Man
Job Description

Role Description:
To process all items of work within the Team in line with the Company’s agreed timescales. To maintain a high level of accuracy to avoid any cost to the company through errors and maintain key financial controls within the team.

– To ensure that all post is sorted and logged to the administration system on a daily basis.
– To ensure that all change of adviser charge requests are processed to a level of 98.5% accuracy and above.
– To ensure that all change of broker requests are processed to a level of 98.5% accuracy and above and ensuring that any adviser charge remunerations is transferred if instructed.
– To ensure that all change of address requests for clients are processed to a level of 98.5% accuracy and above.
– To ensure that all Trust, Trust amendment, standard assignment and fund adviser appointment requests are processed to a level of 98.5% accuracy and above.
– To carry out complex and detailed Client and IFA Policy Servicing enquiries to full resolution in a timely fashion.
– To ensure that all complaints are investigated and full resolution prepared to an agreed quality within agreed timescales.

Skills & Experience Required:
– Excellent attention to detail
– A dedicated team player
– Ability to work on ones own initiative