Client Accountant - Account Manager

We are seeking an experienced Accountant to join the Captive Solutions team at Marsh. This role will be based in the Isle of Man with a requirement of working at least three days a week in the office.

Within this role you will be the key contact for a portfolio of clients and will need to establish and maintain good working relationships with clients, prospects, client teams, and colleagues.

We will rely on you to:
Establish and maintain good working relationships with clients, prospects, client teams, and colleagues.
Liaise with insurance, accounts and compliance teams to co-ordinate tasks.
Perform and execute reviews of financial statements and other financial reporting.
Prepare and/or quality check client meeting materials/packs.
Participate in board meetings.
Prepare and/or review client company minutes.
Complete action items/matters arising.
Maintain client company risk assessments, policies and procedures.
Oversee AML/CFT requirements including ongoing monitoring and new client on-boarding process.
Schedule and co-ordinate internal and external audits and implementing agreed actions.
Agree and update changes to client bank mandates.
Agree client investment guidelines.
Monitor investment portfolio and ensuring compliance with investment guidelines.
Monitor and oversee payments and receipts.
Partner with business development team obtaining new and expanding business opportunities.

What you need to have:
3/5 years of experience within a similar financial role.
Qualified accountant (ACCA/CIMA/ACA).
Knowledge of the Isle of Man Regulatory Authority.
Experience of working in teams and successful record of delivering results.

For more details of the role, and to apply, please go to: https://mmc.wd1.myworkdayjobs.com/MMC/job/Douglas---Goldie/Accountant-Client-Accountant_R_310380