Trust and Company Administrator

Isle of Man
Our client seeks a Trust and Company Administrator to join their team.
Key Responsibilities:
  • Directly reporting to Managers/Directors on a designated international portfolio of clients.
  • Liaising with clients to manage developments and work with various parties to support the clients' requirements.
  • Responsible for the maintenance of Trust and Company records in accordance with internal compliance and statutory requirements.
  • Facilitating client transactions including payments, invoices, dividends and taxes.
  • Opening Corporate and Trust bank accounts.
  • Ensuring that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures.
  • Review of Client Investment Portfolios.
  • Providing an excellent and efficient service to an established portfolio of international clients.
Key Skills & Experience:
  • Working towards becoming STEP Qualified or looking to become STEP Qualified.
  • At least 2 years' relevant experience.
  • Bookkeeping/accounting experience is helpful but not essential.
  • Comfortable liaising with clients and third-party institutions.
  • Good understanding of IOM regulatory environment.
  • Good organisational skills.
  • Effective communicator.
  • An understanding of tax planning.
Your specialist: Debbie Amankwa
Quote job ref: 10484

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