Administrator - Private Client
Isle of Man
Permanent
Our client seeks an Administrator - Private Client to join their team.
Role Profile: The role holder will be required to assist in the administration duties and activities that are required to support the successful delivery of administration for a client portfolio(s) and assisting in supporting a portfolio of fiduciary structures.
This will be under the supervision of the Senior Administrator / Assistant Manager and Manager.
This will be under the supervision of the Senior Administrator / Assistant Manager and Manager.
Key Responsibilities:
- Liaise with intermediaries/clients as necessary and under the supervision of more senior team members.
- Check and maintain the central diary system to ensure that deadlines are met.
- Involvement in the review process from a trainee perspective to gain further exposure.
- Prepare necessary corporate documentation, assist with the billing and collection of debtors' process.
- Prepare payments, letters, and settle bills on behalf of client entities.
- Perform various tasks such as photocopying, scanning and filing of documents.
- Assist various members of the administration team with routine administrative tasks.
- Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
- Adhere to CPD requirements in accordance with qualification level in-house procedures, if applicable.
- Adhere to the core values and guiding principles.
- Any other duties as deemed necessary by Management.
- Maintain 90% chargeable time.
Key Skills and Experience:
- Ability to work to deadlines and prioritise effectively.
- Good analytical skills.
- Ability to collate and present information in a clear and concise manner.
- Self-motivated with a positive approach, strong work ethic and willingness to learn.
- Highly organised with strong attention to detail.
- Excellent written, verbal and interpersonal skills.
- Willing to commence study towards a relevant professional qualification.
- Competent in all Microsoft applications.
- Hold a minimum of 5 GCSE's or equivalent, including Maths and English language and seeking a career in Finance.
