Senior Administrator, Trust & Corporate
Isle of Man
Permanent
Our client seeks a Senior Administrator to join their team.
Role Profile: 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. The job holder will liaise closely with the Trust & Corporate team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures.
Key Responsibilities
- Client Service & Relationships
- 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
- Preparation of minutes and transactional documents for presentation to the client company Boards & Trustees;
- Assisting with client onboarding for new and transferring in business
- Completion of terminations and transfer outs on a timely basis
- Arranging payments;
- Assisting the accounts and bookkeeping team with any unclarified items or queries
- Review of Financial Accounts for portfolio including those externally prepared.
- Review of Investment Portfolio performance in accordance with procedures
- Presentation of transactions to the Material Transaction Committee when required
- Managing billing for your clients review of WIP; approving invoicing; sending to client and collection of fees due.
- Effective management of debtors.
- Regulatory & Risk
- 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
- General Responsibilities
- To complete and input time in the time billing system on a daily basis
- Any other duties as may be required from time to time in accordance with the demands of the role
Key Skills and Experience:
- 3-5 years' experience in an administrative role within Fiduciary Services
- 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
- A flexible attitude towards work and a willingness to assist other members of the team as required
- Good time management, prioritisation and organisational skills
- Demonstrates drive, ambition & willingness to learn
- A proactive approach to work & the ability to work under own initiative
Your specialist: Danielle Dennis
Quote job ref: 16658
Hi, I'm your specialist Danielle 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.
