Client Services Administrator

  • Job Reference: MF15
  • Date Posted: 4 September 2023
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Trust & Company / Fiduciary
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: McKenzie Fox
  • Email: jobs@mckenziefox.com
  • Telephone: 01624 698900

Job Description

CLIENT SERVICES ADMINISTRATOR | ref.MF15

We have a fantastic opportunity available for a Client Services Administrator to join a friendly and supportive Client Services team.

Reporting to the Client Services Manager, you will provide administration assistance and dedicated support to the team.

KEY RESPONSIBILITIES INCLUDE

Opening and administering bank/investment accounts.

Drafting agreements and deeds.

Drafting minutes.

Inputting payments.

Communication with clients and intermediaries.

Assisting in the administration of trust and company clients.

Aid senior members of the Client Services team.

SKILLS AND EXPERIENCE

5 GCSEs or equivalent at grade C or above.

Previous experience in a TCSP administration environment.

A good level of knowledge with Microsoft Office.

CCH, Viewpoint and Laserfiche experience would be an advantage but not essential.

Excellent communication skills.

Able to work under pressure and to strict deadlines.

Quick and keen learner.

A desire to progress your career.

To discuss this role further please email your CV to jobs@mckenziefox.com or call us on 01624 698900 quoting reference MF15.