Senior Client Administrator (O912080)
Douglas, Isle of Man
Trust & Corporate Services
Salary DOE plus excellent benefits package
Full time / Permanent
Job description
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.
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
The ideal candidate for the role of Senior Client Administrator will have:
- 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