Trust and Company Administrator
Isle of Man
Permanent
Our client is seeking a Trust & Company Administrator to support the Fiduciary Services team by undertaking a variety of administrative duties for client structures.
Role Profile: The Fiduciary Services team are responsible for providing a high level of quality service to prospective, new and existing clients and other internal/external stakeholders.
You will be responsible for a variety of tasks which will assist the team in ensuring that client requests are actioned in a timely manner, internal procedures are followed, and statutory matters are completed within deadlines.
Key Responsibilities
- Assisting with the process of day-to-day administrative tasks and consideration of client requests.
- Assisting with the preparation of periodic, risk and trigger event reviews and associated tasks.
- Monitoring of and assistance with completion of diarised tasks.
- Review of client bank statements and incoming/outgoing funds to ensure in line with the client structure profile, and investigation of any unusual activity if applicable.
- Assistance with reconciliation of CNTIOM general client account, and where appropriate investigate payment queries.
- Deal directly with internal/external fiduciary clients, ensuring delivery of a quality and responsive service in respect of all their fiduciary requirements.
- Respond to telephone queries and requests in a friendly, courteous and professional manner using excellent verbal and communications skills.
- Undertake various client entity administration tasks including updating client records, opening and closure of client entity records.
- Undertake a diverse range of ad-hock tasks as required.
- Assume the responsibility for a small portfolio of client entities.
Key Skills and Experience:
- Minimum GCSE or equivalent standard with passes in Mathematics and English Language preferred. Required knowledge
- Entry level fiduciary experience in trust and company administration. Minimum experience
- A minimum of 1-2 years of experience in the trust and corporate industry is preferred. Skills/Abilities
- Good organisational skills, ability to multi-task and handle a varied portfolio of work, confident user of Microsoft Office applications, able to liaise with fiduciary team and internal stakeholders where appropriate.
- You will receive appropriate training and development to ensure they become fully competent in all tasks within the team where/when required.
