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Overview

Our Douglas-based Client is a leading specialist provider of corporate and fiduciary services to a range of private and commercial Clients around the world. They now require an experienced Senior CSP Administrator to join and play a leading role within the organisation.

The purpose of the Senior CSP Administrator role is to promote the highest standards of client relationship management and act as a senior administer in support of other team members, under the guidance of the Client Services Associate Director, dealing accurately with all issues and administration related tasks, in accordance with the company's strategic plan, regulatory requirements, and company standards.

Specific duties will include:

• Act as a Senior Administer for a portfolio of Clients Companies and Trusts
• Assist in the management and review of, Investments and other client assets, including the review of related documentation
• Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales
• Opening and managing client bank accounts, including preparing payment instructions
• Undertake relevant Statutory Filing
• Process Financial Transactions such as Dividends, Distributions and Loans
• Maintain Company and Trust records, including due diligence
• Participate fully in ad hoc projects/committees as required
• To provide accurate time recording to ensure the correct fee income is derived
• Assist the Associate Director and Managers of Client Services with the collation of client data required for regulatory reporting and internal reporting to sub-committees
• Contribution to the maintenance and improvement of internal customer efficiency
• Undertaking of billing, including work in progress and debt management
• Any other tasks as may be required from time to time

The ideal candidate for the Senior CSP Administrator role will have:

• A minimum 3 years' CSP/TSP knowledge
• Experienced in Financial Services (Trust and Company) administration functions
• Hold or is working toward a relevent professional qualification (STEP or ICSA)
• Has a history of high-quality delivery of client service
• Good organization and control of own workflow
• Understanding of the importance of and application of strong Corporate Governance
• Initiative-taking and can work under pressure
• A practical understanding and application of high-quality client service delivery and the ability to identify problems and resolve them
• Good verbal, written communication, and people skills, with the ability to present concepts in a clear and concise manner
• Ability to identify, mitigate and manage operational risk and controls within own area
• Clear understanding of Regulatory requirements
• The ability to deal with clients and professional advisors thereby showing a commitment to providing a quality service.
• Able to work on own initiative and to be highly disciplined