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Wealth New Business Administrator


Wealth New Business Administrator

Dublin | Ireland

BOI Wealth Distribution comprises 3 market segments: Private, Premier and Mainstream.

Customers within the Private Segment will be provided with a single point of contact - Private Client Managers across Investment Managements, Retirement Planning, Lending and Banking.

Purpose of the role:

Private Client Managers will have responsibility for Portfolios of c 250 customers and will be expected to service these customers across Wealth, lending and Banking Team.

As a New Business Administrator you will be responsible for supporting and servicing all of the Private clients who affect new business with us and support the Private Client Managers with all of their customer files.

The focus of this role is to provide an exceptional customer experience whilst supporting the Private Client Managers, customers and Solicitors to ensure their new business is transacted in a seamless way.

Key Responsibilities:

  • Service & Support: Deliver a consistently high level of administration services in line with the departmental priorities.
  • Ensure all post is opened, stamped, scanned and indexed through Mortgage Link to maintain a clear audit trail
  • Using excellent keyboard and typing skills, ensure the accurate and timely input of information from the various mortgage application forms on to Mortgage link in compliant format.
  • Process and manage communication & documentation relevant to the business unit in accordance with prescribed service and compliance standards.
  • Provide quality service to customers in each interaction.
  • Play a key role in ensuring that Bank of Ireland Private is the leading provider in the market.
  • Provide team support on an ongoing basis
  • Keep up to date and manage regulatory, operational and administrative procedures
  • Ensure compliance with all regulatory requirements in all customer interactions
  • Keep up to date on credit policy
  • Regulatory and Operational Risk Controls - to understand the implication and impact of the activities relating to all compliance and regulatory requirements to ensure fair outcomes for customers in the processing and management of administrative duties.
  • Customer complaints are identified and processed with internal compliant process
  • Adhere to internal policy, procedures and compliance processes ensuring the job holder operates in a complaint manner.
  • Build rapport with stakeholders across the department to ensure administration queries are dealt with effectively and efficiently for the benefit of the customers and staff.
  • Deal effectively and professionally deal with telephone calls received from all customers, solicitors and Private Client Managers, and internal key stakeholders

Essential Qualifications:

  • Minimum Competency Code (MCC) applies to this role
  • QFA or APA loans, Regulations, Savings and Investments
  • Maintaining standards, qualifications and fitness to perform under the Wealth framework.

Essential Skills and Experience:

  • Strong customer focus and a proven commitment to the customer excellence standards at all times
  • Proven track record in regulatory and operational requirements
  • PC literate with good knowledge of Mortgage Link, Fast and accurate data entry skills
  • Ability to work well to deadlines and strict time constraints
  • Flexible approach to meet fluctuating business demands
  • High level of attention to detail
  • Ability to work in a highly compliant area.
  • Self-motivated with demonstrated drive and enthusiasm

Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.

Bank of Ireland Group is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.

Closing date: Aug 21, 2018
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