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Administrator - Private Clients

Posted on 15 Sep 2021
  • To be advised 
  • Permanent, Full Time
  • Closing in 15 days
  • Search and Select Recruitment Agency
    1 Upper Church St
    IM1 1EE

Our client seeks an Administrator to join their Private Clients Department. Role Profile: To provide professional trust & company administration services to a varied portfolio of clients in Private Client, & at all times to comply with the company’s Policies & Procedures. Key Responsibilities: To administer a portfolio of trusts, companies & other entities & to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents. To ensure the tax status of entities is observed with the timely completion of tax returns & the payment of any notified tax liability. To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor if the demands of the correspondence exceed capabilities. To prepare detailed attendance notes of any telephone communication & circulate to relevant members of staff. When required, to prepare minutes & other meeting documents. To take responsibility for being the immediate point of contact in client relationships. To oversee the maintenance of the accounting records & preparation of annual accounts where this forms part of the services provided by the company, where appropriate, through effective liaison with the Client Accounting Solutions team. To manage the billing process, reviewing billing summaries & draft invoices where appropriate, at established frequencies, & to discuss these with the Manager/Director prior to processing. To ensure that database records are input on formation/establishment (including any statutory registers or other records) & updated when circumstances change. To monitor the aged debt position of matters under administration & to liaise with the Accounts Department & Directors to ensure that a tight control is maintained over the value & length of aged debts. To ensure that periodic reviews of clients’ matters are undertaken in accordance with the timetable set by the Director. To mentor & support the training of more junior members of staff with supervision & guidance from the Manager. To ensure that during periods of absence from the office, the relevant manager & colleagues are informed & fully briefed of any anticipated client related matters which may arise during the period of absence. In the event that colleagues are absent from the office to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met. To ensure an awareness & understanding of local Regulatory requirements. Carry out any function/activity required by the Manager, Management team or Directors from time to time. Escalating any issues/risks arising promptly to the Manager or Directors where appropriate. Key Skills & Experience: Educated to A level or degree standard. A minimum of two years’ trust & company administration experience. Ideally have completed a professional/relevant qualification to Certificate Level (e. g. ICSA/STEP). The post requires good technical knowledge with an understanding of local company & trust law & regulations. Strong IT skills. If you have the required skills please apply online at quoting reference number: 10193.

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If you have any questions about this job, or wish to apply, please contact Search and Select Recruitment Agency directly with the details below:

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