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Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme are now seeking a Policy Servicing Administrator to effectively deliver a direct service to clients and IFAs by the processing of Servicing requests within specified servicing times.
The Policy Servicing Administrator will:
* Assist with coaching & training team members, providing feedback to department manager
* Assist with checking work produced by other team members
* Identify problem areas and offer various solutions wherever possible
* Adhere to regulatory legislation and ensure compliance requirements are met
* Vetting, setting up and processing of Assignments & Notice of Interest
* Vetting and processing trust requests (placing into Trust, Additional Trustees/Retirement of Trustees requests etc.)
* Dealing with and understanding death claims processes
* Checking and applying regular premiums to the system
* Processing more complex work items
The ideal candidate for the role of Policy Servicing Administrator will have:
* A minimum of 2 years' experience in the Financial Services sector
* Detailed Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
* Strong planning and organisational skills
* Considerable experience within a customer facing administration role
* Strong planning and organisational skills.
* Able to work within a team or on own initiative.
* Can maintain high level of accuracy and still work within agreed service standards.
* Ability to work under pressure.
* Excellent communication skills (written & verbal)