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Policy Servicing and Transactions Administrator

Guernsey

Full Time
Permanent
Agency Listing
Finance

Join a collaborative team delivering high-quality support to clients across multiple regions!

What you’ll do:

⭐ Process servicing requests (e.g. premium changes, surrenders, switches, onboarding)

⭐ Communicate professionally with clients, intermediaries, and internal teams

⭐ Maintain AML, KYC, and due diligence compliance standards

⭐ Monitor and prioritise workloads to meet deadlines and service standards

⭐ Support system testing and contribute to internal training materials

What you’ll bring:

⭐ Ideally experience in financial services or a client-facing admin role

⭐ Excellent time management, communication, and attention to detail

⭐ Knowledge of AML

⭐ Confident using Microsoft 365 and internal systems

⭐ GCSEs in English and Mathematics

Why join?

⭐ Be part of a people-focused business that values fairness and trust

⭐ Supportive team environment with training and qualification opportunities

⭐ Make a difference to customer experience and business operations

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