Total 5 finance banking insurance job vacancies in Business Management / Project / Planning category in Henley-On-Thames, Oxfordshire, RG9 2BW

What skills and experience we're looking for

Business Support Administrator (HR / Finance) – 37.50 hours per week. Salary £23,893 - £24,293 per annum.

St Mary’s is a residential special school and college for pupils / students aged 5 to 19 with speech, language and communication needs, learning difficulties and other associated SEND.

We are seeking to recruit a Business Support Administrator. The successful candidate will work in our busy back office as part of our business and admin team. This is a full-time position for 37.5 hours per week over 52 weeks. This post attracts 8 weeks annual leave.

Responsibilities will include undertaking HR and finance administrative duties (managing HR databases, recruitment support, training and absence tracking, archiving, producing reports, administering transactional financial processes, such as processing invoices and monthly reconciliations). This is a fast-paced role that requires flexibility and initiative, accuracy and attention to detail.

The successful candidate must be flexible and be able to work as part of a team. Good IT skills (Microsoft Word and Excel, Outlook) and effective communication skills are also required. Previous experience in a school setting would be beneficial but not essential as full training will be given.

What the school offers its staff

We can offer a highly positive working environment, a great staff team, and wonderful pupils / students to work with.

For an informal discussion and / or for an application pack please contact Lucie Smitalova on lsmitalova@stmarysbexhill.org.

The closing date for this role will be Noon on 21st October 2024 and the interviews will be held soon after.

The trust is committed to equal opportunities & safeguarding, as well as promoting the welfare of the children & young people. All successful applicants are required to undergo a DBS check and an online check will be carried out for all shortlisted applicants. We do not accept CVs. Previous applicants need not apply.

Commitment to safeguarding

Our organisation is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff, volunteers and trustees to share this commitment. Our recruitment process follows the keeping children safe in education guidance. Offers of employment may be subject to the following checks (where relevant): childcare disqualification Disclosure and Barring Service (DBS) medical online and social media prohibition from teaching right to work satisfactory references suitability to work with children You must tell us about any unspent conviction, cautions, reprimands or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.

05/26/2024

Address:

100 King Street West

Technology

Investigates and identifies strategies to optimize business operations and services and inform business decisions. Defines business requirements to inform technology build and operations by sourcing and analyzing relevant data, reviewing and documenting business processes and collaborating with business stakeholders. Sources business and market data to evaluate the effect of projects on business results. Also assesses the efficiency and the performance of technology (software, hardware and the wider IT system) to deliver expected business results. Identifies and analyzes malfunctions, system workflow, and troubleshoots issues raised by business.

• Elicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes.

• Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements.

• Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements.

• Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value.

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

• Builds tests cases in order to validate business requirements and End-User Testing results.

• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

• Provides specialized consulting, analytical and technical support.

• Exercises judgment to identify, diagnose, and solve problems within given rules.

• Works independently and regularly handles non-routine situations.

• Broader work or accountabilities may be assigned as needed.

Qualifications:

Foundational level of proficiency:

• Agile Delivery and Development.

• Data analysis.

• Learning Agility.

Intermediate level of proficiency:

• Process improvement and optimization.

• Organization process optimization.

• Business architecture frameworks.

• Stakeholder Analysis and Management.

• Digital Fluency.

• Systems Thinking.

• Verbal & written communication skills.

• Collaboration & team skills.

• Analytical and problem solving skills.

• Data driven decision making.

Advanced level of proficiency:

• Between 5 - 10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• Advance proficiency of project lead and team lead experience.

• Provide leadership and guidance to team members, set project goals, and ensure successful project delivery.

• Management of complex projects and driving strategic initiatives.

• Business requirements definition and analysis.

• Insights development and reporting.

• Application functional design.

• Functional Analysis.

• Deep knowledge and technical proficiency gained through extensive education and business experience.

$74,800.00 - $138,600.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

03/21/2024

Address:

VIRTUAL59 - HomeRes - ON - NBS

Wealth Sales & Service

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.

• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.
• Plays a leadership role in the industry to promote BMO Life Assurance.
• Provides input to the national sales strategy based on the potential in the assigned region.
• Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.
• Recruits new regional MGAs and brokers.
• Drives business development efforts and marketing plans of the sales team.
• Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.
• Shares sophisticated insurance concept solutions to leverage success across the regional team.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.
• Provides input into the planning and implementation of operational programs.
• Provides insurance quotations.
• Provides technical support on products, illustration software and other tools.
• Manages the special quote process ensuring that the response is received according to the desired timeline.
• Manages large case process to build the overall regional business. Expedites application as much as possible.
• Answers questions about insurance concepts.
• Leads/participates in the design, implementation, and management of core business/group processes.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Supports the achievement of the business plan within the designated region.
• Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Life insurance license preferred.
• Certified Financial Planner or Chartered Life Underwriter preferred but not required.
• In-depth knowledge of insurance business, agencies and underwriting principles.
• In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.
• In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

$63,500.00 - $117,600.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

03/13/2024

Address:

60 Yonge Street

Customer Shared Services

The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance.  The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.

Accountabilities

Customer Service

• Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New Business
• Issue and settle policy contracts in an efficient manner to meet service and quality level standards
• Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution.  Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management
• Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts
• Exhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgency
• Investigate and resolve inquiries from the field and other team members related to specific cases
• Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter
• Effectively communicate with Case Coordinators to obtain any outstanding requirements
• Provide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:
  • Answering advisor inquiries to provide accurate information about BMO Life Assurance applications
  • Run policy illustrations to verify premium calculations are correct 
  • Liaise with internal departments to ensure the accurate and timely exchange of information
  • Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications
  • Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating
  • Understanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements

Risk Management

• Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
• Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurance’s reputational risk

Required Skills

• Strong customer service orientation
• Ability to effectively multi-task
• Ability to handle high pressure situations with very tight turnaround requirements
• Excellent organization skills
• Productivity focused: Able to consistently process a high volume of tasks daily
• Ability to make sound transactional decisions in accordance with policies and directives
• Proficient with Microsoft Office (Word, Excel)

Required Knowledge

• High school diploma
• University/College graduates preferred
• Excellent English - Written and Oral Communication skills required
• Fluently Bilingual in French would be an asset but not required
• Completion of introductory LOMA courses (LOMA 1 and 2) preferred
• Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels
• 1-2 years’ experience in Life Insurance; New Business or Customer Service area preferred
• Previous experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)

$37,500.00 - $69,500.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

03/13/2024

Address:

60 Yonge Street

Customer Shared Services

The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications for Advisor our channel, from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance.  The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.

Accountabilities

Customer Service:

• Process life insurance applications for our Advisor channel in an efficient manner to meet service level standards for New Business
• Issue and settle policy contracts in an efficient manner to meet service and quality level standards
• Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution.  Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management
• Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts
• Exhibit a strong sense of broker partnership and commitment to service, and carry out functions with an extremely high sense of urgency
• Investigate and resolve inquiries from the field and other team members related to specific cases
• Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter
• Liaise with internal departments to ensure the accurate and timely exchange of information
• Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications
• Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating
• Understanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements

Risk Management:

• Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
• Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurance’s reputational risk

Skills:

• Strong customer service orientation
• Ability to effectively multi-task
• Ability to handle high pressure situations with very tight turnaround requirements
• Excellent English Written and Oral Communication skills
• French written and understanding is required
• Excellent organization skills
• Productivity focused: Able to consistently process a high volume of tasks on a daily basis
• Ability to make sound transactional decisions in accordance with policies and directives
• Proficient with Microsoft Office (Word, Excel)

Required knowledge:

• High school diploma
• University/College graduates preferred
• Spoken and Written English required (understanding of French is an asset).
• Completion of introductory LOMA courses (LOMA 1 and 2) preferred
• Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels
• 1-2 years’ experience in Life Insurance; New Business or Customer Service area preferred
• In-depth knowledge of all systems used to administer cases an asset; including INGENIUM, WinRisk, Work Management and Digital Library FileNet

$37,500.00 - $69,500.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.