Client Administrator

Department: STM Life Assurance PCC Plc 

Location: Gibraltar

Reporting to: Team Leader

Direct Reports: None



Job Objective

To assist the STM Life Client Services Team with the administration of new and existing business; processing applications, dealing with enquiries, preparing and executing instructions, and good housekeeping of client files and data. All whilst delivering first-class customer service and meeting internal SLA’s. Excellent communication and organisational skills are required in order to build and maintain good relationships with Policyholders and Advisers and for integration into the team.

Key Responsibilities

  • Administering Life and investment products, maintaining and updating client details, answering queries by phone, letter, and email
  • Processing new and existing applications 
  • Processing withdrawal and surrender instructions
  • Ensuring records are maintained, accurate, and compliant with regulations and internal procedures
  • Scanning, filing, and linking documents
  • Pricing of assets and preparation of client valuations and illustrations
  • Assisting with financial transactions, completing payment requisitions, and obtaining appropriate back-up documentation as required
  • Providing general support to the team
  • Meeting set targets, service level agreements, KYC, Due Diligence

Key Competencies

  • Excellent communication skills – written and verbal
  • A positive, can-do attitude
  • Proficient with Microsoft programmes including MS Word, Outlook and Excel
  • Good numerical literacy
  • Able to build strong relationships with colleagues and all stakeholders across the business
  • Able to work independently and within a team environment with a flexible and adaptable attitude
  • Meticulous attention to detail
  • Able to meet deadlines without compromising work quality
  • Organised, flexible and dependable

ROLE SPECIFICATION

Qualifications

Essential

  • Educated to at least GCSE level, specifically with passes in English and Maths

Desirable

  • A level or equivalent qualification
  • Experience of investments and/or Life Policies

Skills

  • IT literate
  • Organised and flexible with the ability to multi-task
  • Excellent written and verbal communication skills
  • Attention to detail and accuracy
  • Analytical and problem solving skills
  • Ability to prioritise and to work to deadlines whilst maintaining a high quality of service

Knowledge

  • Familiar with office productivity software including MS Word, Outlook and Excel
  • Experience in using database systems
  • Regulatory compliance procedures
  • Data Protection Act requirements
  • Anti-Money Laundering requirements
  • Financial Crime and Anti Money Laundering requirements

Experience

Preferably experience working in a financial services environment within an administration team:

  • Experience in customer service 
  • Establishing new and maintaining existing relationships with clients and IFAs
  • Money in and out administration
  • Carrying out investment instructions
  • Communicating with IFAs and other professional bodies
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