15 Apr 2021

Policy Servicing Collections and Reconciliations Associate

Ref 33368

A global wealth management business is looking to recruit someone to lead a team in their Policy Servicing Collections and Reconciliations department, to efficiently execute controls surrounding premium collections and policy servicing. 

Additionally, ensure that effective reconciliation controls are in place and driven forward for premium collections accounts, ensuring that any outstanding reconciliation items or premium collection exceptions are minimised. 

The desirable candidate will have financial Services experience, strong team leadership skills, be familiar with Excel, Outlook and Word and have excellent oral, presentation, and written communication skills. The candidate will understand financial products and book-keeping/reconciliation practices would be an advantage. Experience in investigating and addressing reconciliation differences would also be an advantage.


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