Junior Administrator – Client Services

Permanent
  • Post Date: March 18, 2024
  • Apply Before: April 29, 2024
Job Description

Our client has an excellent opportunity for a Junior Administrator to join their busy Client Services department. In this role you will be assisting the Senior Administrators with the Administration and documentation for their Trust & company clients. This role is an excellent starting point for someone who would like to begin a career in Trust & Company.

Role Responsibilities

– To promote the highest standards of client relationship management

– To administer with support of other team members, under the guidance of the Client Services Associate Director, deal accurately with all issues and administration related tasks, in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations including-:

* Administer a portfolio of Clients Companies and Trusts

* 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

* 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

– 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

Skills & Experience Required

– Working towards a professional qualification would be advantageous or be willing to study for a professional qualification

– Good organization and control of own workflow

– Understanding of the importance of and application of strong Corporate Governance

– A practical understanding and application of high-quality client service delivery

– Ability to identify problems and resolve

– Good verbal, written communication, and people skills, with the ability to present concepts in a clear and concise manner

– Clear understanding of the products and services provided

– Ability to identify, mitigate and manage operational risk and controls within own area

– Clear understanding of Regulatory requirements

Salary & Benefits

Salary for this role is negotiable, dependent on experience and qualifications

A full benefits package is also included with 23 days holiday, plus all Manx Bank Holidays.