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Senior Company & Trust Administrator

Isle of Man
Permanent
Our client seeks a Senior Company and Trust Administrator to join their team.  
Role Profile: You will work as part of a Client Workgroup within the Fiduciary Services team and will deal with all aspects of administration of multi-jurisdictional trusts and companies always ensuring excellent client service.
 
Key Responsibilities
  • Perform all aspects of trust and company trust administration
  • Manage and maintain an awareness of the workflow relating to your portfolio
  • Liaise with clients and intermediaries in relation to a variety of transactions, preparation of relevant transactional documentation, including minutes, resolutions and agreements etc
  • Open and maintain bank accounts, including payment instructions, reviewing bank and assets statements
  • Arrange investment reviews for both trusts and companies and interpreting the outcomes and actions ensuring any requirements are implemented
  • Maintain company and trust records, including due diligence, in line procedures and AML regulations
  • Maintain accurate timesheets daily in accordance with the client work undertaken
  • Demonstrate technical knowledge and understanding of transactions demonstrating commercial acumen
  • Provide support and guidance to other members of the team
  • Recognise and contribute to the mitigation of risk, ensuring compliance with legal and regulatory requirements
 
Key skills and experience:
  • STEP or ICSA qualified or currently studying.
  • Have 4 - 5 years' experience in the administration of trusts and international companies.
  • Educated to at least GCSE level or equivalent.
  • Experienced in trust and company administration, with excellent technical knowledge of trusts
  • Contribute to the teamwork ethos & values
  • Ability to work as a member of their immediate team or a wider team across different jurisdictions
  • Ability to communicate effectively with clients, staff and management in several different jurisdictions
  • Be highly organised with a systematic work method and good attention to detail
  • Have excellent inter-personal and client relationship skills, having a sense of ownership of your client relationships maintaining excellent services levels
  • Ability to work efficiently, under pressure and within tight deadlines
 
Your specialist: Debbie Amankwa
Quote job ref: 11696

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