Investment Operations Supervisor

ABOUT THE ROLE

Our client are hiring an Investment Operations Supervisor to join their County Meath based office. This role oversees the day-to-day processing of policyholder investment transactions, leads a small team, and acts as a key link between operations, customer service, and distribution partners.

KEY RESPONSIBILITIES

• Supervise and mentor a team of investment operations analysts
• Allocate workloads and monitor team performance against SLAs and deadlines
• Oversee accurate, timely processing of policyholder transactions (new business, top-ups, withdrawals, switches, encashments)
• Ensure investment instructions from policyholders and intermediaries are processed correctly and on time
• Resolve customer queries and complaints relating to investment transactions, escalating where needed
• Support clear, accurate customer communications and policy statements
• Ensure compliance with internal controls and regulatory requirements
• Liaise with intermediaries, brokers, and distribution partners
• Identify and implement process improvements to enhance the customer experience
• Maintain up-to-date standard operating procedures

REQUIREMENTS

• 4+ years' experience in investment operations, insurance operations, or life assurance administration
• Prior supervisory or team-lead experience is highly desirable
• Experience with investment-linked insurance products and policyholder transaction processing
• Strong customer service focus and communication skills
• Third-level degree in Finance, Business, Economics, or related field
• Strong attention to detail, analytical skills, and ability to work to deadlines

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