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Senior Trust & Company Administrator       Ref: 00018383       Douglas

Duties include: • Administers a portfolio of more complex / higher value accounts • Management of WIP and Debtors on own portfolio • Interpretation of Enhance Investment Reviews and completion of action points • Completion of annual reviews • Distribution Checklists • Liaises directly with clients and professional advisers in relation to 'business as usual' administration matters including drafting and issuing routine correspondence and e-mails without prior approval by team leader / Re...

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Client Relations Advisor       Ref: 00018384       Douglas

Responsible for maintaining a high standard of response to complaints, which is accurate, concise and professional at all times, and adhere to our Client's complaint handling standards. You will approach each case with an open mind, providing robust feedback to Analysts and a variety of managers on performance and developmental issues with regard to complaint handling. You will also ensure professional maintenance and support of the required Management Information in line with the need to provid...

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Company Administrator/Bookkeeper       Ref: 00018381       Douglas

Duties include: · Manage the corporate administration of a portfolio of companies of varying purpose and structure · Ensure all necessary statutory documents are filed on time and copies held on file · Prepare minutes and corporate documents · Preparation of Board packs for group company meetings · Monitor the entities in the portfolio to ensure that the necessary information is on file · Complete bank and VAT postings and reconciliations · Preparation of VAT returns · Prepare monthly ma...

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Office Administrator       Ref: 00018376       Douglas

Duties include: - All aspects of trust and company administration which will include direct contact with clients - Liaison with third party institutions such as banks, brokers and rental agents - Bookkeeping including inputting client records - Preparation of accounting schedules and accounts files; Financial Statements; investment schedules; management information for clients; personal tax computations and returns; corporate tax computations and returns; VAT computations and returns - Fili...

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Servicing Administrator       Ref: 00018370       Douglas

Our Client requires an experienced Administrator to cover maternity leave until the end of December. Duties include: - complete day to day servicing administration of client policies - process client requests and communicate with clients via email - support queries received from other offices ...

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Senior Compliance Consultant       Ref: 00018373       Douglas

Duties include: · Keeping track of industry regulatory developments and communicating their impact · Regulatory analysis against business practice · Deliver the monitoring objectives in the Compliance Plan · Regulatory review of literature · Proactively working to support business initiatives and projects · Provide technical support and advice to other members of the business · Fully supportive of a 'service excellence' culture Skills and experience: · Have extensive experience of Co...

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Senior Administrator       Ref: 00018367       Douglas

Duties include: · Receiving, understanding, validating and correctly updating amendments to client records, such as address, bank details, name, regular withdrawals, ID requirements etc · Receiving, understanding, validating, correctly setting up and payment of both Regular and Single withdrawals · Receiving, understanding, validating, correct processing and payment of full and segment surrenders · Calculating and providing Chargeable Gain information where applicable for Regular and Single ...

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Audit Manager       Ref: 00018369       Douglas

Duties include: · Have direct responsibility for a number of audit teams · Provide management of a portfolio of clients and deliver high quality audit and assurance service, including preparing and reviewing audit plans and work · Achieve team and individual budgets and business plan/ performance objectives · Manages project financials, including budgets, WIPS, timely billing and collection and variance recognition · Maintain the highest technical and professional standards · Think stra...

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Customer Insight Manager       Ref: 00018267       Douglas

Duties include: · Manage a small team to develop and implement Customer initiatives that support the Business Plan and Strategy for our Client · Line manage a new team, create and embed the team structure, processes and deliverables · Allocate tasks and activity, across the team, to investigate and resolve Customer problems and support new Customer initiatives · Identify and initiate improvements in Customer Experience · Provide support, guidance, analysis and research regarding the Custom...

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Banking Operations Analyst       Ref: 00018203       Douglas

You will be required to support Management in the form of delivering administrative tasks within deadlines, and where needed create presentation documents, e.g. PowerPoint. You will also be required to support in the administration of mapping bank processes. You must have a minimum of either five GCSEs (including English and Mathematics), equivalent standard, or a strong track history of personal assistant related work experience. You must also be able to meet the required standard of ability...

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