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

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.