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Administrator (Client Services) (O912900)

Douglas, Isle of Man

Trust & Corporate Services

Salary DOE plus benefits package

Full time / Permanent

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Job description

Overview

One of our clients who provide corporate and fiduciary services to clients around the world is experiencing growth within the business and is looking to expand the team with the addition of an Administrator within Client Services.

As Administrator here you will:

  • Administer, with support of other team members, under the guidance of the Client Services Manager, deal accurately with all issues and administration related tasks, in accordance with the strategic plan, regulatory requirements, company service levels and company standards to meet client expectations
  • Assist with the administration of a portfolio of Clients Companies and Trusts
  • Assist in the management and review of investments and other client assets, including the review of related documentation.Preparation of minutes/resolutions
  • Opening and managing client bank accounts, including preparing payment instructions
  • Undertake relevant Statutory Filing as required
  • Process Financial Transactions such as Dividends, Distributions and Loans
  • Maintain Company and Trust records, including due diligence
  • Assist the Manager/Associate Director of Client Services with the collation of client data required for regulatory reporting and internal reporting
  • Contribute to the maintenance and improvement of internal customer efficiency

The ideal candidate for the role of Client Services Administrator role will:

  • A minimum 3 years CSP/TSP knowledge
  • Working towards a professional qualification
  • Good organisation and control of own workflow
  • Understanding of the importance of and application of strong Corporate Governance
  • Good verbal, written communication, and people skills
  • Clear understanding of Regulatory requirements

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