Client Services Adminstrator

by | 22/05/2023 | Careers

Client Services Adminstrator

Contact

MAC House

64a/65 Athol Street
Douglas
Isle of Man
IM1 1JE

Tel: 01624 639450

E-Mail: HR@macgroup.im

We are the Isle of Man’s leading financial services provider for corporate and private clients. 

The MAC Group is an innovative group of companies comprising of MAC Financial Limited, a licenced independent financial advisor, MAC Commercial & Professional Risks Limited, a registered general insurance intermediary and our registered professional retirement benefits schemes administrator, MAC Financial Pension Trustees Limited.

Please read the requirements below and if you think this could be you, please email a cover letter detailing why you should be considered for the role along with your cv to HR@macgroup.im

Purpose

Reporting to the Client Services Manager, in this role you will be involved in a broad range of responsibilities to provide administrative support for MAC Group Independent Financial Advisers.

This role offers tremendous potential to be an instrumental part of the Island’s fastest-growing financial services organisation. 

Key Responsibilities include

As a Client Services Administrator, your role will involve:

  • To provide effective assistance and support to the IFA Team
  • Arranging & preparing documentation for both ‘Private’ and ‘Corporate’ clients
  • Answering phone calls and dealing with client queries
  • Building relationships with clients & HR contacts
  • Providing professional reception cover duties where required
  • Dealing and processing all general enquiries via email or mail
  • Other Ad-Hoc tasks as required by the business
Competencies

The key competencies required in this role include: 

  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Effective organisation and co-ordination
  • Ability to work individually and as part of a team
  • Effective time management
  • Being able to prioritise tasks and deliver within strict deadlines
  • Excellent levels of Customer Service
  • Willingness to learn and develop new skills
  • Previous knowledge on Group or Individual Personal Pensions is beneficial but not necessary
  • IT knowledge: Microsoft Office applications (Word and Excel preferable)
Qualifications and Experience

Essential

  • Strong oral and written presentation skills
  • Previous office experience
  • Experience working with Microsoft products including Word and Outlook

Desirable

  • Working towards ACII qualification
  • Prior experience working in pensions
Application Deadline

Please send a covering letter and cv through to HR@macgroup.im by the 23 June 2023