Senior CSP Administrator

Orchard Recruitment View all jobs

  • Douglas, Isle of Man
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Job descriptionOverviewOur Client is an internationally renowned Financial Services Sector company, with a broad portfolio of services, ranging from Trust & Company structures and management, to Pensions, and specialist advisory services. They now require a Senior CSP Administrator to join their team.As Senior CSP Administrator here you will:
  • Act as a Senior Administrator 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 Bi-annual Client Reviews and Risk Assessments are completed
  • Open and manage client bank accounts, including preparing payment instructions
  • Undertake Statutory Filing
  • Maintain Company and Trust records, including due diligence
  • Accurate time recording to ensure that correct fee income is derived
  • Undertake billing, including work in progress and debt management
The ideal candidate for the role of Senior CSP Administrator will have:
  • 3 - 5 years' CSP/TSP knowledge
  • Experienced in Financial Services (Trust and Company) administration functions
  • Hold or are 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
  • Able to work on own initiative and to be highly disciplined

Orchard Recruitment