New Business & Welcome Team Administrator

Icon pinEast, Isle of Man

Icon coinsDependent on experience

  • Wealth Management
  • General Administration
  • Full Time
  • Contract
Apply before: 27 October 2021

Job Overview

New Business & Welcome Team Administrator required by our finance sector client. Within this role you will deliver an exceptional customer experience to financial advisers; including but not limited to the provision of accurate and timely illustrations, guidance on Source of Wealth, Territory Decisions, special deals, KYC, and the completion of new business application forms, whilst processing new business applications. Applicants will have minimum of 1 years’ experience in Financial Services, good knowledge of Microsoft Office Applications and experience with a customer facing administration role. It would be advantageous if applicants had a good understanding, good understanding of AML / KYC requirements and 1 years’ experience within a Life Assurance company.

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Posted: October 12, 2021