3FM's Job Spot

• 
  Atla Group - Senior Client Administrator

  JOB DESCRIPTION - SENIOR CLIENT ADMINISTRATOR
  Company Atla Fiduciaries Limited
  Job Title Senior Client Administrator
  Job Summary
  and
  Responsibilities
  
  As a Senior Client Administrator, your duties will include but are not limited
  to:
   Manage Client Relationships: Direct responsibility for a complex
  portfolio of trusts, companies and other wealth structures ensuring
  that excellent service levels are provided to clients to ensure
  longevity of relationships. Understand and act upon the profitability
  of the allocated client portfolio by reviewing and collecting WIP,
  ensuring prompt collection of fees and investigating other revenue
  opportunities
   Developing and implementing Client Strategies: Work closely with
  clients to develop strategies that align with their goals and
  objectives
   Communication: Primary point of contact for clients and
  intermediaries. Working with other teams within the business to
  ensure client and business goals are met
   Risk: Help to ensure the company is compliant with local regulatory
  requirements, supporting a positive relationship with the local
  regulator through strong governance. Keeping up-to-date with
  industry legislation and proposed changes
   Business: Drive appropriate behaviors and take action to ensure
  agreed business targets are met
   Training and Support: Collaborating with and providing technical
  assistance to the team, offering guidance and support to team
  members as needed
  Reporting To Management - Client Services
  Qualifications
  Required
  
   5 GCSEs or equivalent at grade C or above
   Hold or be studying towards a relevant professional qualification.
  Once qualified you will be expected to maintain the relevant
  continued professional development (CPD) hours in line with your
  relevant qualification and/or the business’s set requirements
  Experience  At least 3 years in a TCSP administration environment in managing
  
  a client portfolio
   Microsoft Office
   CCH, Viewpoint and Laserfiche would be an advantage but not
  essential
  
  Training External and internal training will be provided and encouraged
  Skills  Accountability
  
   Continuous Improvement
  
  JOB DESCRIPTION - SENIOR CLIENT ADMINISTRATOR
  
   Collaborative Engagement
   Transparent Communication
   Adaptability
  Characteristics  Empathy
   Innovation
   Inclusivity
   Proactive Communication
   Resilience
  Hours 37.5 hours per week
  Salary Range Salary commensurate with experience and qualifications
  Benefits  Medicash health plan
  
   Flexible hours and working opportunities
   Study support
   Personal development and growth programmes
   Ongoing CPD support
   Discounted gym membership
   Death in service
   Contributory pension scheme

• 
  Cuplas Callow - Accounts Administrator

  Daily Tasks
  Cash Management:
  Balance cash and process cheques upon receipt.
  Enter data into the 'Cashbook' Excel document and 'Financials' system using JNL.
  Allocate to:
  Cash Account (1805)
  Debtor Accounts (1700 and account numbers).
  Write and prepare credit slips if banking cash.
  Email Management:
  Monitor emails for customer and supplier communications.
  Respond to customer queries, e.g., copy invoices.
  Forward supplier invoices/statements to Hubdoc, print, and pass to Paul.
  Record Keeping:
  File invoices from the previous day.
  Confirm, scan, and archive delivery notes (double-check with Kayleigh).
  Till & Change:
  Verify till cash levels.
  Replenish from the Change Tin/Petty Cash if needed, noting any bank withdrawals required.
  Debtors:
  Handle debtor communications (letters/calls) for outstanding balances.
  Weekly Tasks
  Invoicing:
  Post invoices (Thursdays) and send related documents (Thursday/Friday).
  Outstanding Balances:
  Monitor cash account (1805) for overdue invoices and follow up.
  Monthly Tasks
  Statements:
  Prepare and send debtor statements on the first working day of the month.
  Ad Hoc Tasks
  Count and balance the Change Tin and Petty Cash.
  Order stationery, ensuring paper and other supplies are stocked.
  
  Key Email Contact:
  Please email gary@cuplas.co.im and kayleigh@cuplas.co.im with your CV if interested.

• 
  Charlie Dee Roofing - Roofer

  Join a growing team! Charlie Dee Roofing Service is expanding, and they're on the lookout for a skilled and reliable roofer to join on a contracted basis.
  
  What We Offer:
  Competitive rate of pay.
  Paid holiday leave.
  Opportunity to work with a professional, supportive team on a variety of projects.
  About You:
  Previous roofing experience (preferred).
  A strong work ethic and attention to detail.
  Ability to work as part of a team and independently.
  Valid driver’s license (an advantage).

• 
  Atla Group - Senior Statutory Administrator

  Job Title Senior Statutory Administrator
  Job Summary
  and
  Responsibilities
  
  As a Senior Statutory Administrator, you will assist in the running of the
  Statutory and Secretarial department, providing dedicated support and
  guidance directly to clients and also to the Client Services team on
  statutory operational matters.
  As part of the Statutory and Secretarial department, you will assume
  responsibility for the timely completion of all statutory operational tasks by
  the agreed deadlines, and to a high standard.
  Duties include but are not limited to the following:
   Overseeing general corporate statutory administration, including
  statutory changes and Registry filings
   Overseeing various statutory related tasks, and maintaining
  statutory registers
   Providing support to more junior colleagues to help build their
  understanding and familiarity with statutory tasks
   Entity incorporations, dissolutions, transfers in and out
   Updating and maintaining entries on the IOM Beneficial Ownership
  database, to ensure BOA compliance
   Producing minutes and resolutions
   Assisting with the planning and delivery of the statutory department
  projects
   Liaising directly with clients
  
  Reporting To Statutory Manager
  Qualifications
  Required
  
  5 GCSEs or equivalent at grade C or above
  Part or qualified STEP / ICSA or equivalent
  
  Experience and
  Knowledge
  
   At least 3 years in a TCSP environment in a similar role
   Microsoft Office
   A working knowledge of CCH, Laserfiche and ViewPoint would be an
  advantage but not essential
   Understanding of statutory and regulatory framework, with the
  ability to demonstrate good technical competence
   Understanding of anti-money laundering and other compliance
  legislation
  
  Training External and internal training will be provided and encouraged
  Skills  Accountability
  
   Continuous Improvement
   Collaborative Engagement
  
  JOB DESCRIPTION - SENIOR STATUTORY ADMINISTRATOR
  
  The contents of this document are confidential and should not be distributed without the written consent of
  Atla Group.
  
   Transparent Communication
   Adaptability
  Characteristics  Empathy
   Innovation
   Inclusivity
   Proactive Communication
   Resilience
  
  Hours Full Time - 37.5 hours per week
  Salary Salary commensurate with experience and qualifications
  Benefits  Medicash health plan
  
   Flexible hours and working opportunities
   Study support
   Personal development and growth programmes
   Ongoing CPD support
   Discounted gym membership
   Death in service
   Contributory pension scheme

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