Senior Administrator – Client Services

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

Our client is seeking an experienced Senior Administrator to join their Client Services department. In this role you will be offering support of other team members, under the guidance of the Client Services Associate Director, and ensure all issues and administration related tasks are completed in accordance with regulatory requirements, service levels and company standards to meet client expectations.

Role Responsibilities

– Act as a Senior Administer for 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 and Managers 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

– Experienced in Financial Services (Trust and Company) administration functions with a minimum 3 years’

– History of high-quality delivery of client service

– Good organization and control of own workflow

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

– Initiative-taking and can work under pressure

Salary & Benefits

The salary for this role is negotiable, depending upon experience & qualifications

The benefits package includes:
– Death in Service
– Critical Illness
– 25 days holiday (and all Manx bank holidays)
– Active Social Committee
– Active Wellbeing Committee
– Support for relevant professional studies
– Healthcare
– Pension scheme