Highly Motivated Operations Specialist

7 days ago

Dublin, Dublin City, Ireland beBeeOperationsAdministrator Full time €45,000 - €55,000

The ideal candidate will be a highly motivated and organized individual with experience in operations of financial institutions, brokerage or life insurance. The role involves managing policy lifecycle from onboarding to day-to-day business administration requests related to the Italian portfolio.

Main Responsibilities
  • Process any type of transaction at policy level (i.e., new business, top-ups, switches, surrenders, death claims).
  • Manage policy lifecycle from onboarding to day-to-day BAU requests related to the Italian portfolio.
  • Liaise with asset managers, custodian banks, and intermediaries to ensure client expectations are met and transactions are executed in a timely manner.
  • Entry data to produce business forms.
  • Adhere to SLAs when managing transactions.
  • Conduct due-diligence steps along all transactions received according to compliance guidelines.
  • Verify and send orders to stakeholders and execute payment instructions.
  • Review and prepare procedures for documents required by custodian banks and asset managers.
  • Produce and send transaction confirmation letters and valuation statements to clients and intermediaries.
  • Produce and use business reports for business analysis when required.
  • Coordinate post arrivals and manage post shipments with post services.
  • Assist in projects for new tools implementations and user acceptance testing purposes.
  • Take ownership of any operational query received by the business.
  • Take responsibility for any operational task assigned.
Your Profile
  • +2 Years' experience in operations of financial institutions, brokerage or life insurance is desirable.
  • Knowledge in financial-banking environment and well-informed about its operativity.
  • Proficiency in Italian and English is required; additional languages, especially German, are a plus.
  • Strong knowledge on Word, Excel, and PowerPoint.
  • Attention to details is a crucial skill for the role.
  • Excellent organisational skills.
  • Self-motivated and ability to work on own initiative are a must.
  • Problem-solving and decision-making skills.
  • Analytical skills and critical thinking to improve current processes in place.
  • Be highly resilient and adaptable to change, within a fast-paced environment.
  • Understand business need for flexibility and modify behaviour accordingly.
  • Excellent communication skills across all formats (verbal and written), supporting effective internal collaboration and fostering strong professional relationships with business partners.
  • Engaging with others in a respectful and socially appropriate manner.

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