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Junior Trust and Company Administrator (O910786)

Douglas, Isle of Man

Accounting & Finance

£22,000 per annum plus benefits package

Full time / Permanent

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Job description

Overview

Our Client is a leading niche Company & Trust Services Provider, with an active and growing portfolio. Owing to an increase in specific specialist areas of their operation, they are seeking a Junior Trust and Company Administrator to join and administer a portfolio of various corporate and trust structures for clients.

Role Profile & Person Profile

  • Direct liaison with clients and their advisors on a pro-active basis both verbally and in writing
  • Maintain diary systems for payments, periodic reviews and important company and trust dates
  • Assist in client billing and debt collection
  • Maintenance of Trust and Company records in accordance with internal compliance and other statutory requirements
  • Dealing with and prioritising daily correspondence and general administration
  • Presentation, processing and facilitating payment such as: invoices, distributions, dividends, taxes and services charges
  • Opening/closing Corporate and Trust bank accounts
  • Assist compliance department to obtain necessary documentation to ensure that clients comply with Statutory and Anti-Money Laundering regulations.
  • Electronic filing of correspondence
  • Effective time recording for billing purposes
  • Drafting documentation for a variety of companies such as: tenancy agreements, consultancy agreements, loan agreements etc
  • Conduct annual file reviews on every structure within your portfolio
  • Conduct bi-annual investment reviews of relevant structures
  • Review financial statements with directors before sign-off
  • Developing and maintaining an effective business relationship with colleagues and working within the parameters of the company's business model

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