Junior Trust & Company Administrator

Isle of Man
Permanent
Are you a recent graduate, school leaver or someone looking to take the first step towards a rewarding career in financial services?
 
Our client is looking for an enthusiastic, organised and motivated Junior Administrator to join their friendly Fiduciary Services team.
 
This is an excellent opportunity to gain valuable experience within a professional financial services environment, develop new skills and build a career in the fiduciary industry. They will provide the training, guidance and support you need to succeed.
 
Key Responsibilities:  
  • Assisting with the process of day-to-day administrative tasks and consideration of client requests.
  • Assisting with the preparation of periodic, risk and trigger event reviews and associated tasks.
  • Monitoring of and assistance with completion of diarised tasks.
  • Review of client bank statements and incoming/outgoing funds to ensure in line with the client structure profile, and investigation of any unusual activity if applicable.
  • Assistance with reconciliation of the general client account, and where appropriate investigate payment queries.
  • Deal directly with internal/external fiduciary clients, ensuring delivery of a quality and responsive service in respect of all their fiduciary requirements.
  • Respond to telephone queries and requests in a friendly, courteous and professional manner using excellent verbal and communications skills.
  • Undertake various client entity administration tasks including updating client records, opening and closure of client entity records.
  • Undertake a diverse range of ad-hoc tasks as required.
  • Assume the responsibility for a small portfolio of client entities.
 
Key Skills and Experience:
  • GCSEs (or equivalent), with Mathematics and English preferred.
  • Good organisational skills and the ability to manage your time effectively.
  • A positive, proactive approach and a willingness to learn new things.
  • Good communication skills and confidence when speaking with others.
  • Confidence using Microsoft Office, including Word, Excel and Outlook.
  • A friendly, professional approach and a genuine interest in developing a career in financial services.
 
Our client believes in recognising and rewarding their people, offering a competitive benefits package. If you're looking for an opportunity to kick-start your career, gain valuable experience and become part of a supportive team, we'd love to hear from you!
Nathan
Your specialist: Nathan Draper
Quote job ref: 16954

Hi, I'm your specialist Nathan 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.

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