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Policy Servicing and Transactions Administrator

Guernsey

Permanent
Agency Listing
Finance
Trust

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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