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Manager (O910728)

Douglas, Isle of Man

Accounting & Finance

£45,000 per annum plus benefits

Full time / Permanent

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Job description

Overview

Our Douglas-based client is an independent full service fiduciary services company who provide comprehensive and professional services to international and Isle of Man based clients. Their services include the establishment and ongoing administration of trusts, companies and other structures for both corporate clients and private individuals.

They are now seeking a Manager to assume responsibility for the management of the Corporate &Trust Services Team as well as to helpsupport the delivery of agreed client service levels and work withthe directors to support the company's business goals.

Role Profile

  • Acting in capacity as a director to client entities
  • Acting in capacity as a director to corporate trustee companies,
  • nominee shareholders & corporate secretary
  • Member of signing committee
  • Lead to small client portfolio
  • Managing our client services team
  • Monitoring actions / activities generated by/for team
  • Applying standards introduced by board & recommending &organising ongoing training (including adherence to policies / procedures)
  • Monitoring and guidance to the application of regulatoryrequirements (TCSP, AML/CFT etc.) & ensuring adherence by team
  • Introducing processes / procedures to assist in productivemanagement of client portfolios
  • Managing productivity of team (including)
  • Billing process - input & guidance of team to ensure appropriatebilling targets maintained, including efficient cash collection/ settlement of HTCL sales invoices
  • Monitoring time management of team (weekly/monthly/quarterly
  • reporting)
  • Attend training and to develop relevant knowledge, competencies andskills to support the development of the business
  • Performing such additional duties from time to time as requested
  • Assisting with various external reporting requirements, such asCRS/FATCA, AML, banking
  • Assisting with submission IOM VAT & Tax returns
  • Annual appraisals / monitoring
  • Assisting with management & development of IT systems (companysecretarial, office, document management, intranet etc. guidance and ensuring accuracy of records (Laserfiche/Jobstream/office templates)

Person Profile

  • STEP or CGI (ICSA) qualified or near qualified
  • Current/Previous Approved key staff status
  • TCSP experience
  • Accounting knowledge
  • Excellent team skills with strong numerical, oral and written skills
  • Personable and good communicator
  • Commercially minded
  • Flexible and supportive of change, progress and self development
  • Self-organisation and appropriate time management skills
  • Proficient with IT system
  • Use and application of IOM Trusts, Companies, Partnerships &Foundations
  • Isle of Man Anti-Money Laundering & CFT Handbook
  • Anti-Bribery & Corruption Legislation
  • Regulatory codes, best practice and guidance notes relating torelevant to company's services

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