Administrator, Client Services

The role involves administering support alongside other team members under the guidance of the Client Services Manager. Key responsibilities include dealing accurately with all issues and administrative tasks in alignment with the strategic plan, regulatory requirements, service levels, and organisational standards to meet client expectations.

The Administrator will assist with the management of a portfolio of client companies and trusts and contribute to the review of investments and related documentation. This position requires the preparation of minutes and resolutions, opening and managing client bank accounts, and undertaking relevant statutory filings.

The role also involves processing financial transactions such as dividends, distributions, and loans while maintaining accurate company and trust records. In addition, the Administrator will assist in collating client data for regulatory and internal reporting, supporting the overall improvement of internal customer efficiency.

Please email [email protected] or follow the link for further information and for details on how to apply itchyfeetoffshore.com/jobs/37417-administrator-client-services-isle-of-man/