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Trainee Private Client Administrator

Isle of Man
Permanent
Our client seeks a Trainee Private Client Administrator to join their team.    
Role: The Trainee Administrator will work as part of a Client Workgroup within the Fiduciary Services Team and will assist team members dealing with all aspects of administration of multi-jurisdictional trusts and companies. The successful candidate will receive training on a day to day basis by a buddy or a mentor.  Personal Development Plans will be agreed with the successful candidate and training will be provided as necessary.  
Key Responsibilities:
  • Be willing to study either ICSA or STEP
  • Maintain company and trust records including due diligence
  • Open and maintain bank accounts, reviewing and filing bank statements
  • Liaise with clients, professional advisors and other third parties
  • Preparation of documents in relation to transactions including minutes and resolution
  • Arrange payment instructions for a variety of payments as and when required
  • Provide regular assistance and absence cover for the company's centralised banking and payments team
  • Follow policies and procedures
  • Contribute to the achievement of the team's Key Performance Indicators
  • Participate in ad-hoc projects as required
  • Maintain accurate timesheets daily in accordance with the client work undertaken
 
Key Skills & Experience:
  • Contribute to the teamwork ethos, being responsible and living the company values
  • Ability to work as a member of the immediate team or a wider team across different jurisdictions
  • Ability to communicate effectively with clients, staff and management in several different jurisdictions
  • Have a pro-active approach to work and a positive can-do attitude
  • Use initiative and demonstrate good time management
  • Be highly organised with a systematic work method and good attention to detail
  • Have an ability to prioritise and plan your workload
  • Be computer literate with a good knowledge of MS Office
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 10819

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.