Senior Trust & Company Administrator

Isle of Man
You will deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. Liaising closely with the Trust & Corporate team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures.
Key Responsibilities  
  • General administration for a portfolio of entities including (but not be limited to); e-mail and telephone/Teams correspondence with clients and intermediaries;
  • Research and document recording;
  • Preparation of minutes and transactional documents for presentation to the client company Boards;
  • Arranging payments;
  • Assisting the accounts and bookkeeping team with any unclarified items or queries
  • Review of Financial Accounts for portfolio including those externally prepared;
  • Maintaining and building excellent relationships with clients and intermediaries through quality service
  • Responding to all client communications in a timely fashion
  • Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required
  • Presentation of transactions to the Material Transaction Committee when required
  • Assisting with client on-boarding for new and transferring in business
  • Assisting with the completion of Terminations and Transfer outs
  • Upon receipt of fees from billing directors, to send out to client and collect fees due
  • Effective management of debtors
  • Calculation of fees for processing by the internal accounts team
  • Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
  • Maintaining and updating Client Profiles and Risk Assessments
  • Completing outstanding action points in a timely fashion
  • Liaison with Compliance Department where required
  • Obtaining client due diligence where necessary for existing portfolio
  • To complete and input time in the time billing system on a daily basis
  • Any other duties as may be required from time to time in accordance with the demands of the role
Key skills and experience:
  • 3-5 years experience in an administrative role ideally within Fiduciary Services
  • Relevant professional qualification (e.g. STEP, ICSA, ACCA), or willingness to study
  • Good understanding of fiduciary services business including the regulatory requirements
  • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
  • Good written and verbal communication skills
  • Ability to work accurately with good attention to detail
  • A flexible attitude towards work and a willingness to assist other members of the team as required
  • Good time management, prioritisation and organisational skills
  • Demonstrates drive, ambition & willingness to learn
A proactive approach to work & the ability to work under own initiative
Your specialist: Debbie Amankwa
Quote job ref: 12400

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