Experienced Bookkeeper required to join an independently owned Isle of Man Trust and Corporate Service Provider on a temporary basis (3 months) The Role... Assisting in preparation of company and trust accounts Vat returns Monthly management accounts for local clients Adhoc office duties About you... Previous experience in bookkeeping/accountancy Competent in excel and QuickBooks software is preferred The Reward... Market rate salary, car parking included

Experienced Client Accountant required to join an independently owned Isle of Man Trust and Corporate Service Provider. The Role... Assisting in preparation of company and trust accounts Vat returns Monthly management accounts for local clients About you... Previous experience in a similar Accountancy role ACCA qualified desired by qualified by experience will be satisfactory Competent in excel and QuickBooks software is preferred The Reward... Market rate salary with benefits and car parking Hours - flexible hours will be considered

Senior Onboarding Officer required to join a private wealth group to review all new personal account applications from the various distribution channels within Wealth International. The Role.... Supporting & checking of new starters applications and sign off of Standard Medium Risk rated accounts ensuring that these are in line with regulatory, internal and group requirements, contributing to a positive overall client experience Review files and information on potential new clients of all risk ratings, identifying deficiencies and following up on all queries to resolution and ensure that new business reviews are conducted in line with the Client Take on and Maintenance Manual updated from time to time by Compliance Validate source of funds/wealth in line with Compliance guidelines and ensure that relevant business/compliance approval is obtained prior to account opening Undertake relevant searches mainly via the internet to highlight adverse media, PEP connections, sanctions considerations and corroborate activities / SOW Prepare account opening packs for Compliance/Director approval/sign off and perform sense check on Tax classification Conduct training/checking of all new starters personal account applications from the various distribution channels within Wealth International, including assessing and allocating new business and team tasks daily to trainees and acting as point of contact for the team/trainee for Technical On-Boarding guidance About you... Previous Banking experience, specifically within Onboarding and /or Risk Experience in dealing with corporate onboarding is preferred, although not essential Analytical, process driven and confident in decision making The Reward... Competitive salary and excellent benefits scheme

Our client, a leading Life Assurance company, is seeking a Spanish Speaking Administrator to contribute to the delivery of your own and the team’s objectives, ensuring that the organisations strategic goals are reached. The Role... The successful candidate will be responsible for:- Responsible for the accurate and efficient completion of administrative tasks provided to you. This requires excellent, proactive and quality based customer service across a range of service disciplines. To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy. About you... Requirements for the roles are:- 4 GCSEs Grade C to include Maths and English and/or NVQ Level 1 – or equivalent. Fluent written and verbal in Spanish and English The Reward... A competitive salary and benefits package will be offered to the successful candidate.

We’re looking for a head of compliance to assist management and staff on compliance matters, to help ensure that the day to day administration is delivered effectively and efficiently in compliance with all rules and regulations. The Role... The role holder will design, deliver , maintain and complete a comprehensive monitoring plan and regular reports to the board of directors, and: Work with the directors and senior management to ensure compliance with all applicable Isle of Man Laws, regulations, codes & guidance Maintain and conduct an appropriate compliance monitoring programme in line with regulatory requirements Ensure file reviews and audit checks are completed within service level agreements Promote a positive compliance culture at all levels throughout the business, contribute to a programme of training and educational activities About You... You will have proven experience within a compliance function, and: Holds a relevant compliance qualification i.e. ICA Diploma Must have experience in working with a Class 3 license holder Funds Experience or a good understanding of the Funds sector is considered essential In depth knowledge of the collective investment schemes act 2008; the Isle of Man Rulebook; AML/CFT Handbook and AML/CFT Code The Reward... You’ll receive: Competitive salary Full time, permanent contract Central Douglas working location

Corporate Service Team Analyst required to join the Corporate Services team of an international bank to respond and investigate queries and provide support on business processes, policies and procedures. The Role... Providing crucial support to customers and colleagues in the contact centre Identifying barriers to performance and coordinating improvements to enhance our efficiency Working closely with operational centres, providing coaching and support to increase efficiency and knowledge Keeping accurate records of day to day operations, logging incidents and identifying trends Reviewing manual or ineffective processes which could be automated or enhanced Maintaining a focus on improving our customer service and experiences About you... To be successful in this role, you’ll need to have excellent planning and organisational skills, along with good attention to detail. You’ll perform well under pressure, and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout. Previous experience of analysing and using performance data The ability to convey information in a simple and understandable way An understanding of contact centre operations and performance metrics Microsoft Office skills, including PowerPoint, Excel and Word The Rewards... Competitive salary and benefits package Hours: 35 hour a week

We have an exciting opportunity for an individual to join our client as a Portfolio Administrator. Responsible for the administration of all investment portfolios; working with the Portfolio Managers Assistant and the Head of Funds to ensure the smooth operation of the daily, weekly and monthly routines. The Role... Core responsibilities including: Maintaining and operating investment administration processes to ensure all portfolios are in good administrative order Performance calculation and analysis for clients and managers Working with Client Services to resolve client queries and building client admin relationships About You... You will need: Educated to degree level with Financial services or investment industry experience is preferable Ability to quickly understand complex issues with a desire to work with numerical detail and related problem-solving Prior experience using Microsoft Office software, including Word, Excel and Outlook The Reward... Competitive salary with a benefits package including, private health care, pension and more! Douglas office location.

An established CSP in the south of the island are seeking a Trust & Corporate Administrator on a permanent basis. You will be responsible for providing administrative support to the Trust & Corporate Services team, assisting the Client Director in the management of a portfolio of client accounts, ensuring that all trust and corporate services are provided in a timely and efficient manner The Role... Assist with the management of a portfolio of trusts and companies, ensuring that all client records are accurate and up-to-date Prepare and file statutory documents, such as annual returns and accounts, with relevant authorities Assist with the onboarding of new clients, including the preparation of client due diligence files About You... Experience in a similar role within the Trust and Corporate Services industry A strong understanding of trust and company law, regulations and compliance requirements Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues The Reward... Competitive salary Southern office location

Service Manager (Enterprise Services) required to join an expanding telecommunications company on the Isle of Man to provide service management leadership and be accountable for customer satisfaction. Ideally suited to an experienced Service Manager with extensive experience in a similar service management position in an enterprise business services company. The Role… Service management: Meet with a portfolio of Tier 1 and Tier 2 customers on an agreed governance schedule and perform service management reviews with them. This includes providing reporting, minuting the meetings and tracking actions Own the client relationship from a service perspective Work alongside Enterprise Account Directors and their clients in providing first class service to clients Provide information to customers relating to any query on products or services Develop, provide and present business customer reports and audits on their services at regular meetings; in-person or via video conference Provide responses to customer requests for information related to billing queries Manage customer escalations on service issues relating to delivery and fault management Provide project management type support on major customer projects. Contribute to the Enterprise Customer Account Development Plans Service delivery: Assist Account Directors with all aspects of Enterprise customer projects and orders Co-ordinate work with service delivery teams on the progress of installations and equipment request When necessary, ensure the appropriate engineering resource is liaising effectively with the customer, providing updates of appointments, notification of changes and calls on day of delivery Provide support and coordination for major customer projects Service faults: Deal with any escalations of logged faults on behalf of the customer, ensuring the appropriate engineering resource is providing effective customer updates Manage logged faults to ensure all faults are resolved and closed within the agreed service levels Work closing with the Service Operations Centre (SOC) to ensure resolution of incidents and problem management in line with ITIL best practice. Manage customer escalations for service delivery or faults or any issue raised by the customer Be the key point of contact for the customer during major incidents and/or outages providing clear customer communications on updates where needed Ownership of providing customer RFO (Reason for Outages) in a timely and cohesive manner About you… Experience in a service management position and performing a similar role in an Enterprise business services company Passionate commitment to technology, quality, and success. Have a flexible attitude to work, able to work within teams or to work alone as necessary, without direct supervision and trust to exceed customer satisfaction levels Experience coordinating resource schedules, demonstrating strong organization skills with the ability to manage multiple tasks Experience dealing with customers at all levels, especially at c-suite level to provide reports and presentations on performance Demonstrated high levels of accuracy with excellent time management and organizational skills Experience of customer relationships with the confidence and presence to successfully discuss and advise customers Should be comfortable managing projects, and taking on project work streams from larger projects as they relate to your customers Keen understanding of customer service and relationship management, and ease communicating all technical and business functions where required, ensuring service deliverables, delivery plan and ongoing progress with the assigned Project Manager Appreciation of the Enterprise Business market and customers Knowledge of Microsoft Office, in particular Microsoft Excel and PowerPoint Experience of delivering service to agreed budgets, with internal governance adhered to, whilst considering ways to improve the service at a reduced cost The Reward… Market rate salary Comprehensive benefits package Discretionary bonus structure

An international banking organisation based in central Douglas are seeking a Senior Administrator to join their Business Control Unit on an initial contract basis. You'll be responsible for regulatory requirements in managing and controlling risk exposure arising principally from Operational and AML risks The Role... Accurately monitor Risk & Compliance following the banks policies and procedures Undertake client reviews, trigger reviews, and conduct ongoing monitoring of client transactions and source of funds Assist in the review of payments that have been flagged by sanction monitoring software Assist with cases of fraud and attempted fraud About You... Previous experience in a Risk, AML, or Compliance department within Financial Services is essential Ideally holding the ICA Advanced Certificate in AML A thorough understanding of AML and Operational Risk matters The Reward... Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; Contract position

Compliance officer required on a permanent basis to join a global wealth management organisation , you will work closely with the compliance team to assist in a variety of administration and compliance tasks. The Role... Provide the group with an independent, objective compliance service as part of the group’s systems to ensure compliance with legal and regulatory obligation Assist with production of information for compliance reports as required by the Compliance Manager provide guidance on the proper application and implementation of relevant laws, regulations and internal procedures for junior member of the team Advise the Compliance Manager of significant matters, concerns or breaches of laws or regulations Complete timesheet and other administrative tasks, as appropriate and within set timescale About you... Compliance experience, especially in a TCSP, fund or professional services environment Knowledge of internal processes and procedures Experience in the business activities and operations Good understanding and knowledge of Microsoft packages The Reward... Competitive salary and benefits package

Our client, a global CSP, are seeking an experience Data Analyst. The role holder will collaborate with key users across the business and use data and insights to release value from the system to drive effective operation, efficiency, accuracy, and risk mitigation for the organisation. The Role … Within your role, you will have the opportunity to: Manage and design the reporting environment, including data sources, security and metadata Support initiatives for data integrity and normalisation and create best-practice reports based on data mining, analysis and visualisation Manage master data, including creation, updates and deletion, and oversee the commissioning and decommissioning of datasets Review, conduct and document business needs, testing adjustment and best practices with key users of business systems to ensure optimal functionality meets business and user requirements Provide quality assurance of imported data, working with business stakeholders to verify and analyse Supporting the data warehouse in identifying and revising reporting requirements to generate reports from single or multiple systems About You … You will be a methodical individual with strong analytic, research and critical thinking skills, including the ability to understand and interpret relevant data to drive business change. Experience with Microsoft SQL server is essential. The following attributes would also be advantageous: Exposure to statistical analysis and segmentation techniques Ability to present information to stakeholders and provide consultation Experience with Microsoft Dynamics NAV and maintaining automation platforms and records management systems Experience in the financial sector The Reward… This is an exciting opportunity to join a growing team and you will be rewarded with a competitive salary and performance-related bonus along with other benefits