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Company & Trust Senior Manager (O911038)

Douglas, Isle of Man

Accounting & Finance

Salary dependant of experience

Full time / Permanent

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Job description

Overview

We are seeking a Company & Trust Senior Manager for our growing Douglas-based Trust and Corporate service provider to join our client services team, to manage a portfolio of Company and Trust structures.

Role Profile

  • Responsibility for all aspects of day to day management of a portfolio of clients
  • Direct client and intermediary contact (written and verbal)
  • Maintenance of client financial records
  • Production of Minutes and governance documents
  • Building and maintaining relationships with key clients, introducers and intermediaries
  • Carrying out administration tasks to assigned deadlines
  • Carrying out statutory and governance work for a range of companies across various jurisdictions, within filing deadlines
  • Participation in marketing the business primarily off Island and involvement in the take on process of any new business

Person Profile

  • Ability to produce quality work to strict deadlines
  • Ability to consider tax and legal implications of transactions
  • Technical knowledge of complex fiduciary structures
  • Technical knowledge of statutory filing requirements
  • Demonstrable robust communication skills
  • Accurately complete detailed technical and statutory work
  • Self motivated with a structured approach to work
  • Identify and analyse problems by interpreting data available
  • A team player with ability to communicate at all levels
  • Solid understanding of Director and Trustee duties and responsibilities
  • Excellent working knowledge of Fiduciary Structures
  • Excellent working knowledge of Company and Trust law and statutory and regulatory obligations
  • Book-keeping for Companies and Trusts
  • Hold a relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA
  • Demonstrable industry experience in a similar TCSP role

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