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Overview

Our Douglas-based client is a financial service provider focused on delivering peace of mind and a trusted relationship to their domestic and international clients. An opportunity has arisen within their Trust and Corporate Team for an experienced Relationship Manager.

Role Profile

You will responsible for a portfolio of fiduciary structures in addition to training and assisting junior administrators with technical issues, work prioritisation etc. and team projects

Key duties and responsibilities will include:

• Act as primary contact with clients who have fiduciary structures managed by the company and coordinating the affairs of those structures
• Manage direct relationships with clients and the clients' trusted third-party advisers and be able to work accurately and reliably with high attention to detail
• Responsible for regulatory and legal compliance is an important element of the work
• Strong written and verbal communication skills are essential, as well as good organisational and project management skills for client transactions
• Build and maintain relationships with clients, settlors, beneficiaries and their advisors
• Consider tax and legal issues arising and seeking appropriate advice and guidance either internally or externally as appropriate
• Consider AML and CFT issues and related day to day administration activities
• Compliance with internal administration policies and procedures
• Liaise with other team members and departments within the business to ensure a professional service is provided to clients
• Liaise with intermediaries (including Banks, Solicitors, Investment Advisors, etc.)
• Review onboarding new business introductions in line with internal policies and procedures
• Preparation of correspondence
• Preparation of statutory forms
• Preparation of director and shareholder minutes / resolutions
• Preparation of trustee minutes and resolutions
• Preparation of payments / electronic payments
• Input of statutory / client information into electronic databases
• Bookkeeping
• VAT Work, if necessary
• Recording chargeable and non-chargeable time against client matters
• Provide training and assistance to junior administrators and monitoring performance
• General office administration tasks on an ad-hoc basis

Person Profile

• You will ideally have a minimum of five years' experience in trust and corporate structures
• Hold or be studying toward a relevant qualification such as STEP or ICSA, or be willing to study towards this