Trust & Corporate Manager

Isle of Man

Permanent

Our client seeks a Trust & Corporate Manager in their Fiduciary department.

About the Company:

This is an opportunity to join a respected firm with a strong reputation for delivering high-quality professional services and a personal approach to client care. You'll work with a diverse range of local and international clients, benefit from opportunities for professional development, and be part of a supportive team that values integrity, collaboration and helping people reach their full potential.

Role Profile:

The role is responsible for delivering a high-quality corporate administration service through the effective management of a portfolio of clients and the supervision of a small team of administrators. The postholder will ensure client work is delivered efficiently, accurately, and to a consistently high professional standard, while providing guidance and support to team members. The role also requires a commitment to maintaining professional standards and continuous personal development, together with the flexibility to provide wider operational support across the business, including undertaking ad hoc corporate service assignments as required.

Key Responsibilities:

All professional work is to be carried out in accordance with the guidelines set out in the practice and staff manuals and in compliance with relevant local legislation.
Delegate work where appropriate to more junior staff and ensure that work is performed to the required professional standard and to review the work performed.
Ensure that the firm's professional standards are adhered to.
Execute assignments in a timely and efficient manner.
Maintain communication with all other members of the firm involved with each client.
Where we maintain client accounting records, update clients' banking records on a regular basis and reconcile clients' bank statements to the banking records on a regular basis.
Review clients' bank accounts and incoming statements and ensure that excessive balances are not maintained on current accounts. Arrange for the filing of bank statements and their despatch to clients if appropriate.
Ensure clients' incoming monies are banked timeously and invested in bank accounts in accordance with the client's instructions whenever possible.
Arrange cheque and telegraphic transfer instructions when advised to do so bearing in mind at all times the relevant AML criteria and procedures.
Ensure clients' statutory records and minute books are properly maintained and that all appropriate filings including tax are made at the appropriate time.
Correspond directly and promptly with clients as requested.
Update the database timeously with any statutory changes to client records.
Ensure all fiduciary service department functions are carried out on a timely basis to a high standard.
Ensure that appropriate charges are made to and collected from clients.
Keep up to date with current Isle of Man and UK legislation
Follow the training given within the department and to attend training courses when required, ensuring own CPD requirements are met.
Maintain client confidentiality at all times.

Key Skill and Experience:

Strong technical experience in administering complex trusts and offshore fiduciary structures.
Proven experience managing a team within a CSP environment.
Attained or working towards a recognised professional qualification (e.g. ICSA/CGI or STEP).
High level of accuracy and attention to detail.
Ability to deliver high-quality results under pressure and to tight deadlines.
Excellent communication and relationship management skills, with the ability to build productive working relationships at all levels.
Comprehensive understanding of fiduciary services, including governance, controls, processes, and business development.
Good working knowledge of Microsoft Office applications and fiduciary management/data storage systems.

Your specialist: Angie Westmorland

Quote job ref: 16696

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.