BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
LOCATION: WESTMOORINGS
JOB TITLE: INVESTMENT ASSISTANT
REPORTS TO: TEAM LEADER – INVESTMENTS/ INVESTMENT
OFFICER.
MORTGAGES/ INVESTMENTS DEPARTMENT GUARDIAN ASSET
MANAGEMENT
JOB OBJECTIVE:
To provide support to the Team Leader- Investments/
Investment Officer by effectively performing
responsibilities in accordance with stipulated
performance standards.
MAJOR RESPONSIBILITIES:
- To manage specific Mortgage Portfolios and
provide high quality service to Mortgage
clients. This involves ensuring that all
procedures for debt recovery are performed
according to established guidelines.
- To underwrite Mortgages.
- To ensure that all accounts are reconciled
on a monthly basis (i.e. investments and
mortgages).
- To prepare monthly, quarterly or annual
Board Papers and Special Reports.
- To become proficient in the Investment
Software Package.
- To administer and calculate the indices for
the Harvester Income and Growth Funds.
- To calculate the indices for the IPI Funds.
- To offer assistance to the Captive
Investments area (i.e. reconciliations, data
entry etc.) as requested by the Team Leader.
QUALIFICATIONS:
• At least 5 O’Level passes including Mathematics,
English Language and Accounts.
• At least 2 A’ Levels including Accounts or ACCA
Level 2
• Professional qualification would be an asset.
EXPERIENCE:
- At least one (1) year experience in an
accounting/ investment environment.
- Computer literate and Proficient in
Microsoft Office Suite
- Data entry with good writing and
communication skills.
KEY COMPETENCIES:
- Integrity
- Growth
- Quality
- Serving People
- Planning, organizing and flexibility
- Team orientation
- Continuous Improvement orientation
- Problem solving and analytical
- Interpersonal and communication
PERSONALITY:
The successful candidate will be dynamic, creative
and display strong work ethics with the ability to
work in a fast paced environment.
CONTACT via Email:
Rishi Gopaul
BUSINESS UNIT: GUARDIAN LIFE OF THE CARIBBEAN
LIMITED
LOCATION: LONG CIRCULAR, PORT-OF-SPAIN
JOB TITLE: TEAM LEADER – PENSIONS ADMINISTRATION
REPORTS TO: ASSISTANT VICE PRESIDENT, OPERATIONS,
EMPLOYEE BENEFITS DIVISION
JOB OBJECTIVE:
To efficiently and effectively supervise the
day-to-day operations of the Section. To
consistently ensure prompt, reliable, courteous
customer service in keeping with established
standards.
MAJOR RESPONSIBILITIES:
- Co-ordinating the activities of the Section
to ensure service in keeping with agreed
standards and that professional customer service
is provided by all members of the Section.
- Dealing promptly and efficiently with
queries received and problems
reported/identified.
- Participating as an active member of the
department’s Management Team.
- Ensuring that scheme accounts are reconciled
on a monthly basis, investigating reasons for
incorrect balances and making corrections as
necessary.
- Representing the company at client meetings
and ensuring that required follow up actions are
taken.
QUALIFICATIONS:
- A first degree from a recognised tertiary
institution preferably with knowledge of
Mathematics or Actuarial Science.
- Post-requisite - LOMA Parts I and II (within
eighteen (18) months of confirmation).
- FLMI and ACS designations are compulsory.
EXPERIENCE:
- Experience and knowledge of Supervisory
Management.
- Sound knowledge of Employee Benefit and
Group Plans and any related Government
legislation.
- Knowledge of Beneficiary entitlements,
Pension regulations and the Insurance Act and
Regulations.
- Thorough knowledge of the Company’s products
and services.
- At least four (4) years’ experience at a
supervisory level in a life insurance or
Employee Benefits environment.
KEY COMPETENCIES:
- Excellent supervisory and leadership skills.
- Excellent oral and written communication
skills.
- Excellent analytical, reasoning and
problem-solving skills.
- Proficiency in the use of Microsoft Office
and other relevant software applications.
- Excellent interpersonal skills.
- Meticulous, innovative, co-operative,
courteous, confidential, team-oriented
SPECIAL CONDITIONS ASSOCIATED WITH THE JOB:
- Required to work outside of normal working
hours to meet deadlines.
- Required to handle information of a highly
confidential nature.
- Required to travel to clients’ offices.
PERSONALITY:
The successful candidate will be dynamic, creative
and display strong work ethics with the ability to
work in a fast paced environment.
CONTACT via Email:
Rishi Gopaul
BUSINESS UNIT: GUARDIAN LIFE OF THE CARIBBEAN
LIMITED
LOCATION: WESTMOORINGS
JOB TITLE: CLAIMS OFFICER
REPORTS TO: MANAGER – CLAIMS & CONSERVATION
DEPARTMENT
JOB OBJECTIVE:
To effectively handle claims administration
according to regulatory requirements, laws, policies
and company procedures and practices.
MAJOR RESPONSIBILITIES:
- Analyzes and reviews claims for accuracy,
completeness and eligibility.
- Processes, calculates and pays claims in an
accurate, efficient, timely and caring manner.
- Provides assistance to claimants, providers,
agents, clients, internal and external
customers.
- Prepare documentation for payment of claims
and ensure timely return of claims discharge
form.
- Compile and prepare management and
regulatory statistical claims data and reports.
- Identifies exposures to the Company and
facilitates senior-level managements’ knowledge
of pending claims and litigation that may have
an adverse impact on the corporate goals.
MINIMUM KNOWLEDGE AND EXPERIENCE:
- At least five (5) years Claims experience in
the Insurance Industry with 3 years at a
Supervisory Level.
- Basic underwriting would be an asset
QUALIFICATIONS:
- Bachelor’s Degree
OR
- Two (2) A’ Level passes
- Five (5) CXC O’Level passes, including
Mathematics and English Language
- FLMI, ICA, ACS
- Spanish literacy would be an asset
CONTACT via Email:
Rishi Gopaul
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