Senior Administrator - Trust & Corporate

Senior Administrator - Trust & Corporate

Our client seeks a Senior Administrator to join their Trust & Corporate team.

The purpose of the role is to deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. You will liaise closely with the Trust & Corporate team, clients and intermediaries.

Key Responsibilities

• All aspects of administering your portfolio of entities
• Maintaining and building excellent relationships with clients and intermediaries through quality service
• Responding to all client communications in a timely fashion
• Preparing for and attending client meetings as required
• Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required
• Assisting with client onboarding for new and transferring in business
• Completion of terminations and transfer outs on a timely basis
• To complete and input time in the time billing system on a daily basis
• Arranging payments
• Assisting the accounts and bookkeeping team with any unclarified items or queries
• Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
• Maintaining and updating Client Profiles and Risk Assessments
• Completing outstanding action points in a timely fashion
• Liaison with Compliance Department where required
• Obtaining client due diligence where necessary for existing and new business
• Review of Financial Accounts for portfolio including those externally prepared
• Effective management of debtors.
• Managing billing for your clients review of WIP; approving invoicing; sending to client and collection of fees due.
• Review of Investment Portfolio performance in accordance with procedures

Key Skills & Experience

• 3-5 years' experience in an administrative role
• Working towards or willingness to study relevant professional qualification (e.g. STEP, CGI (formerly ICSA), ACCA)
• Good understanding of fiduciary services business including the regulatory requirements
• Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Experience with Client servicing packages such as Viewpoint would be an advantage
• Good written and verbal communication skills
• Ability to work accurately with good attention to detail
• Good time management, prioritisation and organisational skills

Quote job ref: 15626

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.

Location:

Isle of Man

Contract type:

Permanent

Job reference:

15626