Junior Administrator

Isle of Man
Permanent
Our client seeks a Junior Administrator to join their team.
 
 
Key Responsibilities:
  • To promote the highest standards of client relationship management
  • To administer with support of other team members, under the guidance of the Client Services Associate Director, deal accurately with all issues and administration related tasks, in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations including-:
  • Process New Business
  • Assist in the management and review of, Investments and other client assets, including the review of related documentation
  • Preparation of minutes/resolutions
  • Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales together with any follow up action points
  • 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
  • Participate fully in ad hoc projects/committees as required
  • To provide accurate time recording to ensure the correct fee income is derived
  • Assist the Associate Director of Client Services with the collation of client data required for regulatory reporting and internal reporting to sub-committees
  • Contribution to the maintenance and improvement of internal customer efficiency
  • Undertaking of billing, including work in progress and debt management
  • Any other tasks as may be required from time to time
 
Key Skills & Experience:
  • Good organization and control of own workflow
  • Understanding of the importance of and application of strong Corporate Governance
  • Self-motivated and can work under pressure
  • A practical understanding and application of high-quality client service delivery
  • Ability to identify problems and resolve
  • Good verbal, written communication, and interpersonal skills, with the ability to present concepts in a clear and concise manner
  • Ability to identify, mitigate and manage operational risk and controls within own area
  • Clear understanding of Regulatory requirements
  • The ability to deal with clients and professional advisors thereby showing a commitment to providing a quality service.
  • Able to work on own initiative and to be highly disciplined.
  • Experienced in Financial Services (Trust and Company) administration functions (desirable)
  • Track record of high-quality delivery of client service (desirable)
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 11393

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.