Client Services Administrator

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Job Description

As a Client Services Administrator, you will provide administration assistance and dedicated support to the Managers and the client services team. 

Duties will include but are not limited to:

  • 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

Reporting To:

Client Services Managers

Qualifications Required:

5 GCSEs or equivalent at grade C or above


  • At least 18 months in a TCSP administration environment
  • A good level of knowledge with Microsoft Office
  • CCH, Viewpoint and Laserfiche would be an advantage but not essential


External and internal training will be provided and encouraged


  • Attention to detail
  • Excellent communication skills
  • Able to work on your own initiative
  • Able to work under pressure and to strict deadlines


Support the administration team


  • Enthusiastic
  • Problem Solver
  • Team player
  • Proactive
  • Quick and keen learner
  • A desire to progress their career


37.5 hours per week

Salary Range:

Salary commensurate with experience and qualifications


  • Medicash Health Plan
  • Flexible hours and flexible working opportunities
  • Study support
  • Personal development and growth programmes
  • Team events
  • Fresh fruit weekly
  • Ongoing CPD support

Salary: £22,998 to 25,000 Per Year

Job Summary

Isle of Man
Ref ID: 4249
£22,998 to 25,000 Per Year