Administrative Assistant - FTC

Job title

Admin Assistant / Bonds Co-Ordinator (Fixed Term Contract)

Location

Head Office (Shorelines Building, Wirral)

Division

Underwriting Department

Reporting to

Underwriting Manager

Job Purpose

Under supervision from Underwriting Management and operating strictly within FCA Principles and Guidelines. The job holder will act as the gatekeeper for data provided by our external customers and that which appears in our systems and via our Extranet. Also required to provide an efficient administration for our Bond accounts, data inputting and general support services within the Underwriting Department.

Please note: This is a Fixted Term Contract ending 15/11/2026

Key Responsibilities:

Admin Assistant:

• To provide a comprehensive support and administration service for the Underwriting Management Team, ensuring data is input on any MDIS systems as directed
• Input data accurately and in a timely manner
• Liaise with sales representatives regarding applications
• Chasing of outstanding application information with both internal and external customers
• To ensure the maintenance of adequate client records to demonstrate compliance with FCA requirements and facilitate regulatory reporting
• To collate and issue all documentation as required
• To communicate effectively with relevant internal parties
• To ensure strict adherence with Company procedures and external Compliance regulations

Bond Accounts:

• To be responsible for the administration of our Bond accounts, based on the information provided

• To ensure the Bonds registration process is administered efficiently, dealing with queries and the issue of relevant documentation
• Effective use of systems and tools including but not limited to websites such as Creditsafe, D&B and Companies House
• Owning all aspects of data transfer into internal systems within agreed Service Levels, ensure that all data is clean, not duplicated and accurate.
• DocuSign processing – for Quote Acceptance generation

Skills & Experience

• Experience of dealing both internal and external customers on highly detailed and sometimes sensitive issues
• Ability to make accurate recommendations based on the information gathered from relevant parties, all in line with designated authority levels and company guidelines
• Demonstrable ability to use own initiative, prioritise and meet deadlines
• Good knowledge of FCA Principles and how they relate to the role of Admin Assistant & Bonds Co-ordinator
• Required level of technical skills in order to use of IT equipment and related software applications
• Ability to develop and maintain accurate files and records
• Knowledge of customer service standards and procedures
• Professional, courteous and confident telephone manner
• High level of interpersonal skills and the ability to communicate effectively with people at all levels - both orally and in writing
• Excellent organisation ability and sound planning skills
• Ability to carry out general administration and clerical tasks to excellent standards

Personal Attributes

• Excellent communication skills both written and oral
• Professional, courteous and confident telephone manner
• Punctual and reliable
• Excellent organisation ability
• Detail conscious