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Overview

Our Client is a well established Douglas-based organisation that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-border resources and expertise-led solutions. As they undergo a growth phase, they are seeking a Senior Client Administrator to work within the Client Services Team.

Role Profile

As a Senior Client 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

Person Profile

• A minimum of 4 years in a TCSP administration environment and managing a client portfolio
• 5 GCSEs or equivalent at grade C or above
• Part or qualified STEP, ICSA or equivalent
• Attention to detail
• Excellent communication skills
• Leadership qualities
• Able to work under pressure and to strict deadlines
• Requires limited supervision
• 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

NOTE: External and internal training will be provided and encouraged