Company Trust Administrator

Isle of Man
Our client seeks a Company & Trust Administrator to join their team.
Role Profile:
Reporting to the Client Portfolio Manager, you will have a minimum of 3 year' experience in Company and Trust.
Key Responsibilities:
  • To administer a portfolio of client entities to a high professional standard. To work with and generally co-operate with all members of your team and with the other departments within the organisation with the aim of ensuring that all clients' requests are dealt with in a timely and professional manner. Provide general support and assistance to the Client Portfolio Manager.
  • To respond to existing client enquiries and provide quotes for specific work requested as and when required.
  • To respond to new client enquiries in the absence of the New Business Assistant or when deemed appropriate to do so.
  • To develop and maintain awareness of due diligence requirements and anti-money laundering provisions within the organisation and ensure proper compliance with the same.
  • To submit applications to the Companies Registry or request agent to apply for name approval and reserve names, as appropriate, in all jurisdictions.
  • To arrange the incorporation of companies in all jurisdictions and the establishment of trusts. To attend to structuring of incorporated companies and trusts for designated clients including preparation of all documentation required internally and externally.
  • To liaise with the Business Development Team with regard to the ongoing administration of companies and trusts sold to new clients.
  • To receive, review and sign off the New Company Checklist following preparation of the transfer
  • documents and to ensure that all ongoing/pending matters are diarised and/or dealt with accordingly.
  • To prepare and/or obtain Powers of Attorney, Certificates of Good Standing, Certificates of Incumbency, certified and/or legalised documents, additional resolutions and any other documentation requested by clients.
  • Provide company secretary or on a client's specific request, to attend to the preparation and filing of Annual Returns and the preparation of AGM minutes for relevant jurisdictions.
  • To monitor and remind clients of deadlines for the filing of Annual Returns and the payment of taxes in all jurisdictions to ensure that penalties are not unnecessarily incurred To attend to alterations to company
  • To open bank accounts as required and, where the company provide directors and signatories, to ensure that the accounts are operated and instructions dealt with efficiently. To act as a 'B' signatory on client company/trust bank accounts and to ensure same are operated in accordance with policy.
  • To keep cash sheets on all controlled accounts where appropriate. To ensure that all bank account details are entered on ViewPoint.
  • Where the company re directors or trustees, to review all contracts and agreements for signature and be able to provide a summary of its content to the signing director(s) or trustee. To prepare appropriate minutes or resolutions of the authority of the directors or trustee in respect of the same.
  • To open files for correspondence, statutory documents, bank related items and clients as and when necessary. To ensure the good order of such files and to open new files when old files become full and cumbersome.
  • To follow the correct procedure and arrange for the proper closure and archiving of files as necessary.
  • To arrange company searches in any offshore jurisdiction for existing clients.
  • To prepare normal invoices for any special or fixed fees agreed with clients. Alternatively to ensure that the correct amounts of time, fixed fees and disbursements are entered onto the ViewPoint systems for later invoicing by the Invoicing Clerk. To prepare credit notes where an error has been made or new fees have been negotiated with the client.
  • To ensure that all records are kept up to date for all clients and companies on both the ViewPoint Administrator and ViewPoint Billing systems.
  • To maintain awareness of the organisation's general systems and procedures on an ongoing basis.
  • To develop and maintain knowledge of the corporate products, services and fees offered to clients
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 13451

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.