Flexible Client Services Administrator

Itchyfeet Recruitment Agency; Isle of Man; On-site; GBP 18,000 - 28,000; Full time

Benefits offered by this job

Medicash Health Plan

Discounted gym membership

Contributory pension scheme

Job summary

Our client is a professional services organisation based in the Isle of Man. As a Client Administrator, you will support the Client Services team and management with a range of administrative tasks, including bank and investment account administration, drafting agreements and deeds, and assisting senior colleagues.

You will communicate with clients and intermediaries to address queries, draft minutes, input payments, and assist in the administration of trust and company clients.

Qualifications

• Five GCSEs or equivalent at grade C or above are essential.
• Experience in a TCSP role is beneficial.
• Working knowledge of Microsoft Office required; familiarity with CCH/Viewpoint/Laserfiche desirable.
• External and internal training will be supported and encouraged.
• Demonstrate strong accountability and a commitment to continuous improvement.

Responsibilities

• Open and administer bank and investment accounts.
• Draft agreements and deeds.
• Draft minutes to support management decisions.
• Input payments accurately and promptly.
• Communicate with clients and intermediaries to address queries.
• Assist in the administration of trust and company clients.
• Aid senior members of the Client Services team to enhance operational efficiency.
• Undertake reasonable additional or alternative duties as required by business needs.

Skills

Accountability

Communication

Collaboration

Problem-solving

Adaptability

Proactive

Empathy

Innovation

Inclusivity

Resilience

Education

Five GCSEs or equivalent

Tools

Microsoft Office

CCH

Viewpoint

Laserfiche

Job description

Our client is a professional services organisation based in the Isle of Man. As a Client Administrator, you will support the Client Services team and management with a range of administrative tasks, including bank and investment account administration, drafting agreements and deeds, and assisting senior colleagues.

You will communicate with clients and intermediaries to address queries, draft minutes, input payments, and assist in the administration of trust and company clients.