Senior Company & Trust Administrator

Isle of Man
Our client seeks a Senior Company & Trust Administrator to join their team.
Key Responsibilities:
  • To promote the highest standards of client relationship management
  • Client Company Director, collectively with the other director/s responsible for the compliant management of the Client companies by, ensuring adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management
  • To provide trust and company administration services, including progressive client contact to an allocated caseload of predominately medium/high risk multi-jurisdictional high net worth clients in accordance with the strategic plan, regulatory requirements, company service levels and company standards to meet client expectations including-:
  • Ensure Client Contact Programme (CCP) is actively maintained in accordance with agreed standards
  • Process New Business
  • Undertake management and review of, Investments and other client assets, including the review of related documentation
  • Preparation of minutes/resolutions
  • Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales
  • Opening and managing client bank accounts, including authorising payment instructions
  • Undertake relevant Statutory Filing
  • Process Financial Transactions such as Dividends, Distributions and Loans
  • Maintain Company and Trust records, including due diligence
  • Analyse Financial Statements
  • Participate in ad hoc projects/committees as required
  • Provide support to the Senior management team and colleagues as required
  • Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
  • To provide accurate time recording to ensure the correct fee income is derived
  • Manage motivate and encourage a medium sized team to ensure  a high quality of flexible and responsive services to clients is maintained,  whilst ensuring compliance with internal policies, procedures and regulations
  • Conduct staff interviews and prepare appraisals in accordance with the HR Strategy
  • To Chair the New Business and Banking Committees
  • To undertake other responsibilities as required
Key Skills & Experience:
  • Degree or equivalent professional qualification/experience
  • Established leadership and influencing skills
  • A strategic and practical understanding and application of high-quality client service delivery
  • Strong problem analysis and resolution skills
  • Strong verbal, written communication, and interpersonal skills, with the ability to present complex concepts in a clear and concise manner
  • Understanding and application of effective people resource requirements
  • Ability to identify, mitigate and manage operational risk and controls
  • Strong technical CSP/TSP knowledge
  • Good organisation and control of workflow
  • Understanding of the importance of strong Corporate Governance
  • Self-motivated and have the ability to work under pressure
  • Clear understanding of Regulatory requirements
  • The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.
  • Able to work on own initiative and to be highly disciplined.
Your specialist: Anne Murray
Quote job ref: 11395

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.