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Company and Trust Administrator (O912385)

Douglas

Accounting & Finance

Salary DOE plus benefits package

Full time / Permanent

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Job description

Overview

A leading Douglas-based CSP has been growing by aquisition recently and are now seeking a Company and Trust Administrator to join them in supporting a diverse portfolio of clients. Ideally suited to an Administrator who prefers working in a boutique company that offers a tailored, personal service.

As a Company and Trust Administrator, you will assist in the running of the client services department. Duties will include but are not limited to:

  • Oversee administration of bank and Investment accounts including account opening and closing
  • Administration of bank payments and receipts
  • Maintain a varied portfolio of trust and company entities
  • Liaise directly with clients and Intermediaries
  • Maintain a varied portfolio of company and trust clients
  • Assist with the support and development of more junior members of the team
  • Oversee various company and trust administration tasks

The ideal candidate for the role of Company and Trust Administrator will have:

  • 3+ years' experience working within the financial services sector
  • Attention to detail and excellent communication skills
  • Leadership qualities and able to work under pressure and to strict deadlines
  • Can demonstrate good risk awareness
  • Good company and trust knowledge
  • Proactive, a problem solver, team player, enthusiastic
  • A desire to progress your career

Desirable:

  • CCH, Viewpoint and Laserfiche would be an advantage but not essential

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