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Junior Administrator-Client Services (O910805)

Douglas, Isle of Man

Accounting & Finance

£19,000 per annum plus benefits package

Full time / Permanent

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Job description

Overview

One of our clients who provides corporate and fiduciary services to clients around the world is experiencing growth within the business and is looking to bring on a Junior Administrator to join the team to promote the highest standards of client relationship management.

Role Profile

  • To administer with support of other team members
  • Process New Business
  • Assist in the management and review of, Investments and other client assets, including the review of related documentation
  • Preparation of minutes/resolutions
  • Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales together with any follow up action points
  • Opening and managing client bank accounts, including preparing payment instructions
  • Undertake relevant Statutory Filing
  • Process Financial Transactions such as Dividends, Distributions and Loans
  • Maintain Company and Trust records, including due diligence
  • Participate fully in ad hoc projects/committees as required
  • Arranging deliveries/post/answering phones
  • To provide accurate time recording to ensure the correct fee income is derived
  • Assist the Associate Director of Client Services with the collation of client data required for regulatory reporting and internal reporting to sub-committees
  • Contribution to the maintenance and improvement of internal customer efficiency
  • Undertaking of billing, including work in progress and debt management
  • Any other tasks as may be required from time to time

Person Profile

  • Good organisation and control of own workflow
  • Understanding of the importance of and application of strong Corporate Governance
  • Self-motivated and can work under pressure
  • A practical understanding and application of high-quality client service delivery
  • Ability to identify problems and resolve
  • Good verbal, written communication, and interpersonal skills, with the ability to present concepts in a clear and concise manner
  • Clear understanding of the products and services provided by the company
  • Ability to identify, mitigate and manage operational risk and controls within own area
  • Clear understanding of Regulatory requirements
  • The ability to deal with clients and professional advisors thereby showing a commitment to providing a quality service.
  • Able to work on own initiative and to be highly disciplined.
  • Experience in Financial Services administration functions
  • Track record of high-quality delivery of client service
  • Knowledge and awareness of FSA Anti Money Laundering requirements, proceeds of Crime Procedures, data Protection, companies Act 1931, companies Act 2006, trust Acts 1961-2005, charities Legislation (UK & IOM), foundation Legislation (Relevant Jurisdictions)

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