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Company & Trust Administrator (O911158)

Isle of Man

Accounting & Finance

Salary DOE

Full time / Permanent

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Job description

Overview

Our Client is a leading Trust & Corporate Service Provider with an international outlook. In order to support the team during a period of continued growth, they require an Administrator to effectively manage a portfolio of corporate, trust & foundation clients and ensure the client receives a high level of customer service, and client structures & their records are maintained in accordance with relevant legislation.

Role Profile

  • Administering Companies, Trusts and Foundations established in a variety of jurisdictions to a high standard of service (including involvement in the acquisition and disposal of assets / liabilities such as residential and commercial property, private yachts, private and public shares and other commercial ventures)
  • To be the main point of contact for corporate, trust & foundation clients and to deal with their specific enquiries
  • Ensuring the database is updated accurately with information held for personal and corporate/foundation data for each entity
  • Preparing and filing statutory documents dealing with amendments to company and foundation particulars and recording amendments to relevant databases
  • Providing high quality customer service to your portfolio of clients
  • Despatch fee invoices to corporate & foundation clients and monitor debtors
  • Completion of Formation & Dissolution/Termination procedures on behalf of corporate, trusts & foundation structures
  • Ensuring the compliance & anti money laundering regulations and procedures are adhered to regarding client transactions/trigger events
  • Ensuring the adherence to the new business procedures
  • Comply with any directions (within reason) made or given by any of the Board

Person Profile

  • 4 GCSE Grade C or above including English & Maths
  • Has experience of working in a corporate / regulated environment
  • Has experience of working at Corporate Administrator level and is keen to progress to Senior level or is currently operating at Senior level
  • Has previous experience of building rapport and establishing excellent relationships with customers
  • Excellent organisational ability, prioritises work and sets realistic timescales
  • Ability to manage own time effectively
  • Excellent interpersonal skills
  • To take responsibility for own actions, make informed decisions and act upon own initiative
  • Remain calm under pressure
  • Ability to put the needs of the customer first. Works hard to meet customer needs and looks after their interests
  • Provides a high quality service maintaining professional standards
  • Has knowledge / is aware of competitor activity, is profit conscious and appreciates the commercial impact of own work on profits
  • Ability to operate in a compliant manner and be respectful of policies and procedures
  • Excellent communication skills both orally and in writing
  • Embraces change and has a positive outlook
  • Shows commitment to the organisation and task completion
  • Flexible and pro-active approach to work
  • Is able to develop effective and supportive relationships with colleagues. Is considerate towards them and creates a sense of team spirit

Desirable

  • Offshore Certificate in Corporate Administration
  • Qualified, part qualified or willing to work towards professional qualification such as ICSA, STEP
  • Generates workable solutions to problems and makes rational judgements



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