Bluestones One are seeking an Administrator to join the Expat team, within a large financial services firm with offices in Ellesmere Port.

This is a fantastic opportunity to become part of a well-established company, offering the chance for progression and development.

Duties shall include;

  • Recording and preparing files for new business enquiries
  • Preparing client filed prior to report preparations
  • Obtaining necessary quotations and/or reports, combining with all appropriate regulatory documentation in preparation for client report
  • Completing product research where required
  • Liaising with product providers, clients and Advisers where necessary
  • Handle day to day queries from Expat Clients
  • Preparation of invoices and email to accounts for issue
  • Provide general administration and clerical support
  • Requesting, checking and issuing illustrations for Clients
  • Preparation of annual reports to Expat Clients
  • Checking and issue of policy documents to scheme members
  • Follow cases through to issue and payment
  • Processing new business applications
  • Inputting new business and maintaining and ensuring that new and existing records, both computerised and manual are kept up to date

Working hours are Monday to Friday, 9am – 5pm.

 

BOIC

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