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Senior Trust and Company Administrator (O911310)

Douglas, Isle of Man

Accounting & Finance

Salary DOE plus benefits package

Full time / Permanent

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Job description

Overview

Our Client is a leading, long-established Trust and Corporate Service Provider, with sustainability at its core, that stands out in a crowded marketplace to deliver sustainable excellence. Their_IOM office is seeking an experienced Senior Administrator to join the Trust & Corporate team due to an internal promotion.

Role & Person Profile

This role is responsible for providing exceptional client administration for a portfolio of complex client trust and corporate structures. Key responsibilities include:

Client Service & Relationships

  • General administration for a portfolio of entities including (but not be limited to); e-mail and telephone/Teams correspondence with clients and intermediaries
  • Research and document recording
  • Preparation of minutes and transactional documents for presentation to the client company Boards
  • Arranging payments
  • Assisting the accounts and bookkeeping team with any unclarified items or queries
  • Review of Financial Accounts for portfolio including those externally prepared
  • Maintaining and building excellent relationships with clients and intermediaries through quality service
  • Responding to all client communications in a timely fashion
  • Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required
  • Presentation of transactions to the Material Transaction Committee when required
  • Assisting with client on-boarding for new and transferring in business
  • Assisting with the completion of Terminations and Transfer outs
  • Upon receipt of fees from billing directors, to send out to client and collect fees due
  • Effective management of debtors
  • Calculation of fees for processing by the internal accounts team
  • In all aspects of your role, display and adhere to our vision and values of Client Focus, Excellence in Execution, Integrity, Innovation, Value, Development and Leadership

Regulatory & Risk

  • Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
  • Maintaining and updating Client Profiles and Risk Assessments
  • Completing outstanding action points in a timely fashion
  • Liaison with Compliance Department where required
  • Obtaining client due diligence where necessary for existing portfolio

General Responsibilities

  • Complete and input time in the time billing system on a daily basis

Person Profile

  • 3-5 years experience in an administrative role ideally within Fiduciary Services
  • Relevant professional qualification (e.g. STEP, ICSA, ACCA), or willingness to study
  • Good understanding of fiduciary services business including the regulatory requirements
  • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
  • Good written and verbal communication skills
  • Ability to work accurately with good attention to detail
  • A flexible attitude towards work and a willingness to assist other members of the team as required
  • Good time management, prioritisation, and organisational skills
  • Demonstrates drive, ambition & willingness to learn
  • A proactive approach to work & the ability to work under own initiative

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