Company and Trust Administrator

Isle of Man
Permanent
Our Client seeks a Trust and Company Administrator to join their team.  
   
Key Responsibilities:
  • Take responsibility for a portfolio of client entities with support from the Head of Private
  • Clients and the wider Private Client Team;
  • Support senior members of the team, with oversight from the Head of Private Clients;
  • Send out and settle invoices as appropriate and in a timely matter, and keep on top of
  • debtors as a priority;
  • Ensure all statutory filings are made within required timescales for all entities noted on
  • client list, and all statutory books are kept up to date;
  • Complete any ad-hoc projects delegated within given timescales;
  • Ensure all emails received are responded to within 24 hours
  • Ensure all systems are up to date in respect of all entities assigned to client list
  • Record all time on Iris in a timely manner, making sure all records are up to date by the
  • end of each quarter;
  • Keeping the Head of Private Clients, company directors and trustees continuously updated
  • on all relevant client matters;
  • Undertake all necessary training to make sure the appropriate annual amount of CPD is
  • adhered to
  • At all times act in accordance with the Financial Services Rule Book and other relevant
  • regulations including, but not limited to AML/CFT/ABC and Data Protection;
 
Key Skills & Experience:
  • You will be educated to A Level standard.
  • 5 GCSEs at grade C or above including Maths and English
  • Ideally you will have previous office experience
  • Good communication skills
  • Knowledge of Microsoft office and all its functions.
  • Willingness to study
Your specialist: Debbie Amankwa
Quote job ref: 9537

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.