Trust & Company Administrator

• Administer a portfolio of trusts, companies and associated structures in accordance with trust deeds, constitutional documents, internal procedures and applicable legislation.
• Prepare and arrange execution of trustee resolutions, board minutes, written resolutions and other corporate and trust documentation.
• Manage correspondence and communications with clients, beneficiaries, professional advisers and third-party service providers.
• Maintain accurate and up-to-date client records across internal systems.
• Support establishment of new structures and orderly wind-up of existing entities where required.

• Act as a day-to-day point of contact for clients and intermediaries under supervision, ensuring queries are handled efficiently and professionally.
• Assist with client onboarding and ongoing reviews, including collation of client due diligence (CDD).
• Support senior team members in delivering a high standard of client service and meeting agreed service levels.

• Ensure all activities comply with the Isle of Man regulatory framework, including AML/CFT, sanctions and internal risk policies.
• Prepare documentation to support regulatory filings, reviews and inspections as required.
• Escalate risk, compliance or technical issues to senior colleagues in a timely and appropriate manner.
• Assist with periodic client file reviews, including 90-day and ongoing monitoring reviews.

• Review draft invoices and assist with billing processes in line with agreed fee arrangements.
• Assist with payment processing, ensuring appropriate approvals and supporting documentation are in place.
• Liaise with accounts teams and external accountants in relation to trust and company accounting matters.

• Proven experience in trust and/or company administration within a regulated fiduciary or TCSP environment.
• Sound working knowledge of trust and company administration processes.
• Understanding of Isle of Man regulatory requirements, including AML/CFT obligations.
• Strong organisational skills with attention to detail and ability to manage multiple priorities.
• Clear and professional written and verbal communication skills.

• Progress toward or willingness to study for a relevant professional qualification (e.g. STEP, CGI or equivalent).
• Experience administering a range of trust structures and asset types.
• Familiarity with internal systems used within fiduciary environments.

• Professional, discreet and client-focused.
• Capable of working independently while recognising when escalation is appropriate.
• Committed to maintaining high standards of governance, accuracy and service delivery.
• Willingness to learn and develop within a regulated environment.

• Competitive salary depending on skills and experience.
• Structured development and training support, including a Study Support Scheme
• Opportunity to progress within a well-established Isle of Man regulated fiduciary business.
• Supportive team environment with exposure to a variety of client structures.

Your specialist: Paige Milestone

Quote job ref: 16490

Hi, I'm your specialist Paige and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

Submit Your CV