Client Administrator (O911047)
Douglas, Isle of Man
Accounting & Finance
Salary dependant on experience
Full time / Permanent
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