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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