Trust and Company Administrator
Isle of Man
Permanent
Our client seeks a Trust and Company Administrator to join their team.
Role Profile:
A great opportunity for someone with office experience to move into a role within a TCSP company, administering a portfolio of various corporate and trust structures for clients
Developing and maintaining an effective business relationship with colleagues and working within the parameters of the company's business model.
Key Responsibilities
- Direct liaison with clients and their advisors on a pro-active basis both verbally and in writing.
- Maintain diary systems for payments, periodic reviews and important company and trust dates.
- Assist in client billing and debt collection.
- Maintenance of Trust and Company records in accordance with internal compliance and other statutory requirements.
- Maintain an effective structural relationship with management to streamline company goals and objectives.
- Dealing with and prioritising daily correspondence and general administration.
- Ensure that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures.
- Presentation, processing and facilitating payment such as: invoices, distributions, dividends, taxes and services charges.
- Opening/closing Corporate and Trust bank accounts.
- Dealing with the dissolution of companies and closing down of trusts.
- Assist compliance department to obtain necessary documentation to ensure that clients comply with Statutory and Anti-Money Laundering regulations.
- Electronic filing of correspondence.
- Effective time recording for billing purposes.
- Drafting documentation for a variety of companies such as: tenancy agreements, consultancy agreements, loan agreements etc.
- Conduct annual file reviews on every structure within your portfolio.
- Conduct bi-annual investment reviews of relevant structures.
- Review financial statements with directors before sign-off.
- Regular progress reports to management in relation to work load.
- Key Skills and Experience
- Previous office experience essential
- TCSP experience desirable (but not essential)
- Flexibility
- Confidentiality
- Time Management
