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
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.