Client Administrator
Isle of Man
Permanent
Client Administrator
Key Responsibilities
To administer with support of other team members, under the guidance of the Client Services Manager, to accurately deal with administration related tasks, in accordance with the strategic plan, regulatory requirements, company service levels and company standards to meet client expectations including-:
- Administer a portfolio of Clients Companies and Trusts
- Assist in the management and review of, Investments and other client assets, including the review of related documentation
- Preparation of minutes/resolutions
- Opening and managing client bank accounts, including preparing payment instructions
- Undertake relevant Statutory Filing
- Process Financial Transactions such as Dividends, Distributions and Loans
- Maintain Company and Trust records, including due diligence
- To provide accurate time recording to ensure the correct fee income is derived
- Undertaking of billing, including work in progress and debt management
- Scanning and Filing
- Any other tasks as may be required from time to time
Key Skills & Experience
- 1 - 3 years CSP/TSP knowledge is preferred
- Experience of working within a Client facing role dealing with a range of Client queries and building rapport is essential
- You must be an accomplished time manager that is able to work to high levels of accuracy and also work at pace
- Have an understanding of the importance of and application of strong Corporate Governance
- Be able to work on your initiative and be able to work under pressure
- Experience of working in a procedure driven environment and be able to follow procedures
- You must have demonstrated verbal and written communication skills
- Be willing to learn, help team members and have an inquisitive approach to solving problems
- Working towards a professional qualification/experience - Desirable
Your specialist: Angie Westmorland
Quote job ref: 16269
Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.
