Dicretionary Administrator

Job Description

Duties include:
Input of contact notes to the back office system both electronically and manually from contract notes
Responsible for clearing exception reporting in Comms Mgt
Reconciliation of DFM Customers accounts on a quarterly/monthly basis
Investigation of internal and external queries
Liaising with custodians to ensure queries are dealt with promptly
Deal with queries that arise during the course of the working day
Responsible for the timely completion of New Premiums and Surrenders
Responsible for the execution of Monitored to Monitored transfers
Monitor and review all assets held, identifying any breaches and following reporting/escalation procedures

Skills and experience required:
5 GCSE’s Grade C or above including Maths and English
Previous experience in a similar role