EMC Operations Administrator

Isle of Man
Permanent
Our client seeks an EMC Operations Administrator to join their team.  
   
   
Role Profile: To fulfil the requirements of the role within service standards, properly following internal processes and controls, and providing support to the rest of the team and division. Responsibilities are to effectively manage the ongoing administration of externally managed accounts, which include the opening and closing of accounts, managing payments in and out from external managers, effective cash management, withdrawal requests and ensuring that the company's records are accurate and up to date. Professional and timely communication with policyholders, IFAs, and external managers is fundamental to this role.  
   
   
Key Responsibilities:
  • Liaise with External Account Managers & Custodians (EMCs) to set up new external managed accounts as required.
  • Arrange payment to, or request money from, external managers as required.
  • Assist with reconciliations and data cleansing activities.
  • Assist the EMC Valuations team as required.
  • Deal with ad-hoc correspondence and telephone queries from EMCs, financial advisers and company sales branches as required.
  • Involvement in third party relationships such as external managers, platforms and IFAs.
  • Honesty and openness in all interactions, maintaining good relationships with all parties.
  • Demonstrate professionalism in all written and verbal communication.
  • Keen awareness of GDPR requirements.
  • Ensure compliance and regulatory legislation requirements are met and adhered to.
  • Working as part of a team in a collaborative and constructive manner.
  • Support to the rest of the team, including answering queries, checking, training, and coaching.
  • Completion of work to meet set service standards and deadlines.
  • Demonstrate awareness of the potential risks of activities performed and be able to evidence the controls in place to mitigate them.
  • Highlight any efficiency opportunities within the area, suggesting changes.
  • Identification and reporting of issues, with solutions suggested where possible.
 
Key Skills & Experience:
  • Experience in administration, with some finance industry background.
  • Detailed knowledge of Microsoft Office applications (Word, Excel, Outlook).
  • Honest, reliable and professional, takes ownership of responsibilities.
  • Able to work within a team or own initiative.
  • Good administration, literacy, numeracy, planning and organisational skills.
  • Able to meet targets and goals with accurate results, even when under pressure.
  • Flexible/adaptable to changing priorities.
  • Excellent communication skills (written and verbal), with a good telephone manner.
  • Commitment to providing outstanding customer service.
  • Experience of delivering for customers in a busy environment.
  • Understanding of various Investment instruments such as equities, bonds, collective investment Schemes, investment trusts, etc.
  • Minimum of 5 GCSEs (or equivalent) grade C or above, including English and Maths.
 
Desirable Skills & Experience:
  • Minimum of 1 years' experience in the Life Assurance industry.
  • Minimum of 1 years' experience in Financial Services.
  • Proven experience of dealing with external parties such as fund managers, custodians, and financial advisers.
  • Experience in relationship management.
  • Proven problem-solving abilities, demonstrating sound judgement.
  • Considerable experience working within a team environment.
  • Experience in a customer facing role.
  • Good working knowledge of relevant regulatory framework and legislation.
  • Formal qualifications in finance or a business-related subject to A level standard or higher.
  • Has obtained or prepared to work towards a relevant professional qualification for example, Chartered Institute for Securities & Investment (CISI) - Certificate in Investment Operations.
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 11406

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.