Administrator - Client Services

  • Job Reference: MF1955
  • Date Posted: 1 March 2018
  • Location: Douglas, Isle of Man
  • Salary: On Application
  • Sector: Trust & Company / Fiduciary
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email:
  • Telephone: 01624 698900

Job Description

Our client is seeking a Client Services Administrator.

The purpose of the role is to operate as a member of the Client Services team processing new business, servicing and claims related tasks.  The team member will need to understand the needs of IOMA clients and manage these within the regulatory environment.  To work closely with the Accounts, Compliance and Relationship Management (RM) teams to ensure all tasks are processed accurately and in a timely manner.

The successful candidate will be willing to undertake external qualifications examinations if not already qualified, with specific emphasis on Life Assurance / Pensions. You will have excellent communication skills (written and verbal), excellent customer service skills, an understanding of the need for clear written procedures and the ability to maintain and develop them, a detailed knowledge of the International Financial Sector & Life Assurance, knowledge of the UK Inheritance Tax and Chargeable Events Legislation, knowledge and understanding of internal compliance requirements in particular with respect to Anti Money Laundering, and an understanding of the need for strong Intermediary relationships.

To discuss this role further please email your CV to or call us on 01624 698900, quoting reference MF1955.