02 Jun 2021

Policy Services Administrator

Ref 33691

A leading international wealth management group is looking for someone to become a key member of the team responsible for the day-to-day processing of policyholder transactions within agreed service standards. The role holder must be capable of making sound and objective judgements when dealing with policyholder transactions. 

Key duties:

  • Responsible for ensuring that processing of client transactional instructions is completed within service level agreements.
  • Responsible for reconciliation and timely clear-down of relevant control accounts (e.g. policy suspense).
  • Responsible for adherence to legal, audit and AML requirements in the context of the role.
  • Responsible for delivery of other projects or initiatives as directed by line management, as well as provision of relevant management information.
  • Support Operational changes and initiatives to maximise client outcome and retention

The ideal candidate will have the following skills and attributes: 

  • A proactive and efficient individual is required, with strong attention to detail.
  • Financial Services experience. 
  • Familiar with Excel, Outlook and Word.
  • Excellent oral, presentation and written communication skills.

 

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