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Client Administrator (O911047)

Douglas, Isle of Man

Accounting & Finance

Salary dependant on experience

Full time / Permanent

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Job description

Overview

Our Client is a well established Douglas-based financial services company that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-boarder resources and expertise-led solutions. They are now seeking a Client Administrator toprovide administration assistance and dedicated support to the Administration and Statutory department.

Role Profile

  • Administration of bank accounts including account opening and closing
  • Administration of bank payments and receipts
  • Liaising directly with clients
  • Various company and trust administration tasks

Person Profile

  • At least 2 years in a TCSP administration environment in managing a client portfolio
  • Experience with Microsoft Office
  • CCH and Laserfiche would be an advantage but not essential
  • Attention to detail
  • Excellent communication skills
  • Able to work on their own initiative
  • Able to work under pressure and to strict deadlines
  • Proactive, problem solver, team player and enthusiastic
  • A desire to progress their career

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