Transactions Administrator

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-2427

Alexander Daniels Offshore is working with a business based in Guernsey to recruit a Transactions Administrator.

 

Responsibilities:

 

  • Daily processing of policyholder switch and redirection requests ensuring accuracy to client instructions.
  • To assist in fund closures and redirection to new fund(s), ensuring the accuracy of data and output.
  • To assist with bulk fund switches out of holding funds as and when required.
  • Accurate and timely processing of policyholder claims, including regular income and funding, ensuring proceeds are discharged in accordance within company service standards.
  • Accurate and timely payment of claims, raising telegraphic transfer payments in various currencies as required.
  • Maintain contact on a regular basis with the staff in the regional offices to deal with any queries/additional documentation
  • Ensure the regional offices are kept informed of any issues or procedural and systems changes.
  • To liaise with relevant Head Office Departments as necessary to ensure the smooth running of all customer transactions.
  • Timely and accurate input of client transactions.
  • Timely and accurate turnaround of day to day queries.
  • Monitor and develop self skills and knowledge to meet current and future business requirements.
  • To ensure that the Line Manager is made aware of any developments, training needs or issues, so that the appropriate action can be taken.
  • Client risk assessment input ensuring the data is accurate
  • Document scanning
  • Final surrender payment date logging and surrender statement retrieval
  • Willingness to accept such requests and perform them to the best of ability in a timely fashion.

 

Skills and Experience:

 

  • Will typically have spent at least 1-2 years in a financial services environment and may have a practical knowledge of life assurance products.
  • Payments, investigations and reconciliations clearance experience an advantage.

 

Personal Attributes:

 

  • Ability to work in a demanding environment to tight deadlines
  • Ability to work effectively as part of a Team
  • Intermediate computer skills with well established capabilities in Microsoft office.

 

Key Details

 

Category | Banking, Finance / Administration

Level | Admin

Type | Permanent

Ref Number  | AD-GSY-2427



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