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Client Service Administrator (O910537)

Accounting & Finance

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

Full time / Permanent

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Job description

Overview

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.

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