Client Administrator, Permanent Job, Isle of Man
Trainee Client Administrator required to join a CSP based in the South of the Island to supervise Senior Administrators and undertake day to day administration of a balanced portfolio of Companies, Trusts and Partnerships as well as the maintenance of book-keeping records and minutes.
Liaise with clients and intermediaries by telephone, writing and face to face.
Conduct annual and interim file reviews to meet with regulatory requirements.
Compile working papers for the preparation of financial accounts.
Assist in client billing and undertaking fee reviews.
Conduct annual and investment reviews.
Work individually and as part of a team assisting colleagues during busy periods and with any project work.
Skills & Experience:
1-2 years' experience in an administration position within financial services.
Client focus, driven to deliver a quality service, spots opportunities for development of client delivery and service.
Ability to work within a regulatory and risk environment, follows procedures, innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies, aptitude for learning, can evidence learning in action.
Hours & Benefits:
Paid study for professional qualifications ICSA or STEP.
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