Senior Administrator

Full Time
  • Post Date: March 27, 2018
  • Apply Before: April 28, 2024
Job Description

Our client within the financial Industry is actively looking to recruit a Senior Administrator

 

The Senior Administrator will be responsible for:

  • Dealing with the day-to-day generic administrative duties – telephone as well as via email related to the designated region
  • This includes processing documentation as well as acting as a point of contact between the consultant, client and the institution.
  • Liaise with relevant overseas offices on any queries that may arise
  • Input data for business received
  • Deal with couriers as and when requested
  • Upload business cases into the system by inputting New Business Transmittal Forms into the New Business Book
  • Liaise and handle any queries from institutions as well as update and obtain outstanding items
  • Update and maintain the database ensuring all relevant information is input
  • Liaise with consultants on any business discrepancies.
  • Generate reports as and when requested by the management
  • Ensure adherence to compliance procedures as well as any chasing for approval and/or confirmation related to the due diligence process
  • Request compliance calls
  • Handle any guide leads which would require adjustments leading to split amendments
  • Liaise with the Trustees & Life companies ensuring pension transfers are sent accordingly
  • Keep track of any pending queries in order to rectify and complete documentation
  • Handle and update deal sheets with any dealing instructions received
  • Process COA (Change of advisor) forms
  • Process valuations when requested
  • Ensure that business received adheres to all compliance requirements in order to process business smoothly
  • Setting tasks, delegation as well as the analysis of the performance of the team.
  • Handle and review the PPM (professional portfolio management) whilst completing the Dealing instruction to get them authorized by management. Once authorize this is then delegated accordingly to the team.
  • Handle Providence Life policy numbers
  • Create Products such as life company, products, funds etc.
  • Import Pending and delegate accordingly
  • Map product list
  • Train any new recruits when required
  • The support of other colleagues’ within the department when required
  • Handle and manage any ad-hoc projects that may crop up as and when requested by the management

 

 

Required/Desirable Qualifications/Experience

  • Previous experience in a telephone based role, customer service and/or administration is a must
  • Exposure and/or experience with Pension products considered an asset
  • Sound knowledge of MS Office applications
  • A minimum level of education is “A” Level education and/or diploma level. Degree level of education would be considered an asset, however not considered a main prerequisite

Minimum of 3 years’ experience within a similar role