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Client Administrator (O910430)

Douglas, Isle of Man

Accounting & Finance

£25,000 - £35,000 per annum (DOE)

Full time / Permanent

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Job description

Overview

We are working with a Douglas-based Company & Trust Services Provider, with a growing local and international portfolio. To assist the Client Services Team they are seeking to recruit a Client Administrator to support two Senior Client Administrators with an increasingly busy portfolio.

Role Profile

  • Have a clear understanding of the client, including their overall relationships within structures, and with regard to jurisdictional and regulatory requirements
  • Respond in a timely and efficient manner to requests and any ad hoc enquiries. Ideally no later than 48 hours
  • Prioritise work tasks switching from task to task when other matters take precedence
  • Continually follow up on ongoing matters ensuring completion or resolution of tasks
  • Communicate clearly and accurately with clients, peers and colleagues
  • Ensure that internal policies and procedures are observed and followed
  • Demonstrate a basic understanding of any regulatory changes
  • Compliance with all statutory requirements including filing of annual returns (AR) and ensure all client entities within own portfolio of clients are in good standing
  • Contribute to ad hoc projects as and when required
  • Monitor client cash flow, and assist with invoicing tasks and chase debts to strict deadlines
  • Draft and finalise board minutes, resolutions and agendas as required
  • Completion of annual compliance reviews including resolution of all outstanding action points
  • Assist with specific transactions including sale and purchase of assets, investments and other corporate changes
  • Ensure client files are complete and in good order
  • Operate efficiently all current systems and ensure client data is accurate and up to date

Role Profile

  • Part qualified/Fully qualified ICSA or STEP
  • A minimum of 2 years company & trust experience
  • Proficient in the use of Microsoft Office Suite
  • Able to work to deadlines and manage own workload
  • "Can-do" attitude
  • Good organisational skills
  • Ability to communicate effectively
  • Passionate about performance
  • Delivering a high-quality service
  • Accountable
  • Unyielding integrity
  • Focussed on solutions
  • Positive and fun

Desirable:

  • Previous use of Viewpoint would be an advantage

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