Fiduciary Administrator - Philanthropy
Isle of Man
Contract
Our client seeks a Fiduciary Administrator - Philanthropy to join their Team (Maternity Cover).
You will effectively support the philanthropic team assisting in managing a portfolio of clients. To ensure the client receives a high level of customer service and client structures & their records are maintained in accordance with relevant legislation. To contribute to the overall effectiveness & morale of the department. This role will include travel.
Key Responsibilities:
- Manage administrative tasks for the philanthropic team and their associated clients.
- Coordinate and schedule meetings for the Philanthropic Team, including arranging travel and preparing detailed itineraries.
- Attend external and internal meetings, accurately record minutes, and ensure timely completion of follow-up actions.
- Facilitate onboarding of new clients and charities by collecting required documentation and responding to queries.
- Prepare payments using a variety of banking systems and compile supporting documentation for compliance and record-keeping.
- Monitor donation agreements and issue reminders to ensure adherence to timelines.
- Provide support to other business areas as needed.
Key Skills & Experience:
- Minimum of 1 year of administration experience.
- Ability to pick up new skills quickly and undertake them with minimal supervision.
- Strong organisational skills.
- Bright, confident and energetic.
- Discreet and diplomatic.
- Excellent working knowledge of Microsoft applications.
- Experience in maintaining records and taking minutes.
- Ability to arrange business travel and create itineraries.
- Able to travel within the UK and Ireland.
Your specialist: Mark Burman
Quote job ref: 16255
Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.
