I am a Job Seeker looking for work

Signup with our easy to use form and keep us up to date with your details so we can find the right job for you

Register now →

I am an Employer looking for talent

Let us know your exact requirements and we will find you a perfect candidate for your role

Get in contact ↓

Search our job database


Client Service Administrator (O910537)

Accounting & Finance

£23,000-£24,000 plus excellent benefit package

Full time / Permanent

Add to shortlist + Remove from shortlist

Job description


Our Douglas-based client is a financial service provider focused on delivering peace of mind and a trusted relationship to their domestic and international clients. They are currently seeking a Client Services Administrator who will assist the Relationship Manager in all matters relating to the administration of a client portfolio including Company & Trust Structures.

Role Profile

  • Compliance with internal administration policies and procedures
  • Preparation of correspondence (emails, letters, faxes etc)
  • Preparation of statutory forms
  • Preparation of director and shareholder minutes / resolutions
  • Preparation of trustee minutes / resolutions
  • Preparation of payments / electronic payments
  • Input of statutory / client information into electronic databases
  • Liaising with Intermediaries (including Banks, Solicitors, Investment Advisors etc)
  • Liaising with Clients
  • Elements of bookkeeping and VAT Work
  • Opening / closing client files and update document management system
  • Completing timesheets
  • Administrative duties such as; photocopying, filing, scanning, faxing, post / courier packages etc.

Apply for this job

Required fields




Recommended fields

Choose a CV from your account

  • No resume attached

Maximum filesize 10mb. Allowed file types: .pdf,.doc,.docx,.wpf,.xls,.txt

Required field