Senior Client Administrator

📍 Isle of Man 🕐 Full-time 📅 Posted 2 days ago

Job Description

Role Description

As a Senior Client Administrator, you will take ownership of the day-to-day administration of client entities within your portfolio, supporting your team and contributing to the development of junior team members. The ideal applicant will possess strong organisational skills, a keen attention to detail and demonstrate an ability to form relationships with both colleagues and clients.

Responsibilities and Duties

Client Management & Reporting:

  • Take responsibility for the day-to-day administration of client entities and team portfolio with the team Manager, reporting to the team Assistant Manager (if applicable) and Manager.
  • Provide structure for the time management of tasks and the use of diary/reminder/calendar system, in accordance with the department procedure.
  • Take responsibility for the senior checking of Payments and Control Sheets ensuring quality assurance and compliance with procedures.
  • Take responsibility for the transfer in of new business to the team, coordinating in with the relevant internal departments.
  • Take responsibility for the handover of new business to the team, coordinating in with the relevant internal departments.
  • Ensure that all key client deadlines (including any deadlines which you may not be directly responsible for) in respect of client entities within your department are met.
  • Responsibility to prioritise regulatory deadlines.
  • Ensure CSP obligations are met for all clients within team portfolio.
    Continual review of governance procedures to ensure continuation of high standards

Risk & Compliance Management:

  • Continuous risk assessment of workload.
  • Ensure that Company procedures are followed – such as client reviews, SAR submissions, and onboarding; this is not an exhaustive list and covers all of the Company procedures.
  • Ensuring that matters of risk / concern are raised in a timely manner in accordance with the Company procedures.
  • Responsibility for prioritising regulatory deadlines.

Communication:

  • Provide mentoring, support and guidance to junior members of staff and peer support to colleagues.
  • Encourage collaborative working with all internal departments.
  • Attend and take an active role in team meetings.
  • Encourage cross team and department working and information sharing.

Behaviours:

  • Be proactive and solution focused.
  • Represent the Company at external events and not bring the Company into negative media.
  • Responsible for own self-awareness, be aware of behaviours and how we are perceived by others.
  • Development of technical knowledge across all sectors.

Qualifications and Skills:

  • Previous experience in a CSP environment is essential.
  • Demonstrate an ability to perform well in both a team environment and when working from own initiative.
  • Possess strong organisational and time keeping skills, ensuring all work is finished in a timely manner and in accordance with company procedure.