Senior Administrator

Isle of Man
Permanent
Our client is looking for a Senior Administrator to join their team.
The Role: Our client is looking for an experienced and professional senior administrator to join our busy client account administration department.
As a senior administrator in the client account department, you'll work as part of a team of problem solvers, helping to solve complex issues.
 
  • Conducting annual KYC checks for our clients
  • Updating and completing company searches and world checks
  • Administering investment pricing as and when required
  • Coordinating and sending out client feedback forms and monitoring responses
  • Administering the monthly quality reporting requirements
  • Proactively taking responsibility for audit confirmations by sending and following up on responses and calling banks and investment managers
  • Updating Central Entity Services ("CES") of any changes to ensure if it up to date
  • Preparation and reporting of the Authorisation for Services ("AFS")
  • Being part of the internal quality testing and responding on results
  • Preparing engagement letters, audit plans, representation letters & audit completion reports
  • Updating the Salesforce system to ensure information is up to date
  • Supporting the archiving system within the firm and monitoring dates
  • Playing an active part in the client portfolio management
  • Covering reception duties during absences
  • Other ad-hoc administration duties as and when required
 
Key Skills and Experience:
  • Have a minimum of 2 years' experience working in an administration role
  • Be educated to a good standard of GCSE results
  • Possess a strong eye for detail
  • Have the ability to effectively communicate to a variety of stakeholders
  • Be experienced in prioritising tasks and the ability to work to deadlines
  • Have experience as working as part of a team
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 12307

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.