To effectively deliver a direct service to clients and IFAs by the processing of all requests within specified servicing times.
Strong Written and Verbal communication skills internally and externally
Deal with clients, both internal and external via telephone, fax and email
Identify problem areas and offer various solutions wherever possible
Adhering to regulatory legislation and ensuring compliance requirements are met
Identify and articulate own training and personal development needs
Skills and experience required:
Minimum of 1 years experience in Financial Services.
Reasonable Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
Ability to draft basic letters / fax
Experience within a customer facing administration role
Good understanding of AML / KYC requirements
1 years experience within a Life Assurance company