Senior Administrator - Trust & Corporate

Isle of Man
Permanent
Our client seeks a Senior Administrator to join their Trust & Corporate team.
 
The purpose of the role is to deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. You will liaise closely with the Trust & Corporate team, clients and intermediaries.
 
Key Responsibilities
  • All aspects of administering your portfolio of entities
  • Maintaining and building excellent relationships with clients and intermediaries through quality service
  • Responding to all client communications in a timely fashion
  • Preparing for and attending client meetings as required
  • Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required
  • Assisting with client onboarding for new and transferring in business
  • Completion of terminations and transfer outs on a timely basis
  • To complete and input time in the time billing system on a daily basis
  • Arranging payments
  • Assisting the accounts and bookkeeping team with any unclarified items or queries
  • Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
  • Maintaining and updating Client Profiles and Risk Assessments
  • Completing outstanding action points in a timely fashion
  • Liaison with Compliance Department where required
  • Obtaining client due diligence where necessary for existing and new business
  • Review of Financial Accounts for portfolio including those externally prepared
  • Effective management of debtors.
  • Managing billing for your clients review of WIP; approving invoicing; sending to client and collection of fees due.
  • Review of Investment Portfolio performance in accordance with procedures
 
Key Skills & Experience
  • 3-5 years' experience in an administrative role
  • Working towards or willingness to study relevant professional qualification (e.g. STEP, CGI (formerly ICSA), ACCA)
  • Good understanding of fiduciary services business including the regulatory requirements
  • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
  • Experience with Client servicing packages such as Viewpoint would be an advantage
  • Good written and verbal communication skills
  • Ability to work accurately with good attention to detail
  • Good time management, prioritisation and organisational skills
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 15626

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.