Italian Operations Administrator Job Opportunity
This is a unique chance to work in an international team of professionals with vast experience in the insurance and financial sector.
The role involves executing daily business operations, managing transactions and client relationships. You will be responsible for processing any type of transaction at policy level, managing policy lifecycle, liaising with asset managers and intermediaries, entering data to produce business forms, adhering to SLAs, conducting due-diligence steps, verifying and sending orders to stakeholders, reviewing and preparing procedures for documents required by custodian banks and asset managers, producing and sending transaction confirmation letters and valuation statements to clients and intermediaries, and coordinating post arrivals and managing post shipments with post services.
Key responsibilities include:
* Process new business, top-ups, switches, surrenders, death claims and other types of transactions.
* Manage the 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 that 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.
Required Skills and Qualifications
To succeed in this role, you will need:
* +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.
Benefits
This role offers the opportunity to work in a dynamic and challenging environment with a passionate and ambitious team of professionals. As part of our team, you will have the chance to develop your skills and expertise while working on a wide range of projects and initiatives. In addition, you will receive competitive remuneration and benefits package, including access to ongoing training and development opportunities.
Others
Octium Group is an equal opportunity employer. We welcome applications from all suitably qualified candidates.