Client Administrator
Isle of Man
Permanent
Our client seeks a Client Administrator to join their team.
Role Profile: To support Senior Client Administrators with the preparation of statutory documents, payments and to start administering a small portfolio of clients. Complying with all pertinent legislation, liaising with banks, brokers and other relevant parties involved in the client relationship.
To support Client Services Manager in ad-hoc administrative systems process projects as needed.
Key Responsibilities
- Have a clear understanding of a small portfolio of clients, including their overall relationships within structures and with regard to jurisdictional and regulatory requirements
- Respond in a timely and efficient manner to client requests and any ad hoc enquiries. Ideally no later than 48 hours, and adopting a solution-based approach to any problems
- Continually follow up on ongoing matters ensuring completion or resolution of tasks
- Ensure client files are complete and in good order
- Produce board minutes, resolutions, agenda other client documents as required
- Monitor client cash flow, debtors, and assist with invoicing and collection tasks to strict deadlines
- Prioritise work tasks switching from task to task when other matters take precedence
- Ensure that internal policies and procedures are observed and followed in your work
- Demonstrate a basic understanding of any changes to legislation and regulations
- Compliance with all statutory requirements including filing of annual returns (AR) and ensure all client entities within own portfolio of clients are in good standing
- Assisting with the completion of annual reviews including resolution of all outstanding action points
- Develop a basic understanding of financial statements
- Assist in client transactions including sale and purchase of assets, investments and other corporate changes
- Operate efficiently all current systems and ensure client data is accurate, up to date and filed correctly
- Manage and contribute to ad hoc administrative it system projects as and when required
Key Skills & Experience
- Part qualified ICSA or STEP
- + 2 years TCSP experience
- Good general standard of education
- High system proficiency necessary
- Previous use of Viewpoint would be an advantage
- Excellent attention to details and good organisational skills
- Proven track record of taking ownership and meeting deadlines
- Professional and friendly manner
- Ability to communicate effectively
Your specialist: Danielle Dennis
Quote job ref: 15320
Hi, I'm your specialist Danielle and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.
