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Trust Administrator - P/T (O910796)

Douglas, Isle of Man

Accounting & Finance

excellent starting salary plus benefits package

Part time / Permanent

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Job description

Overview

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking an experienced Trust Administrator to join them on a part time, permanent basis.

The purpose of this role is to process periodic trust and investment reviews, respond to and process amendments/requests in respect of trust, policy or personal information, and deliver an excellent customer service to the company's clients, including settlors, beneficiaries and their representatives or professional advisers.

Role Profile

  • Ability to process and check periodic trust reviews in a timely, efficient manner and highlight issues arising. Accurately document amendments to trust or client information
  • Strong and clear written and verbal communication with internal and external customers
  • Ability to answer queries from clients, advisers and colleagues via telephone, email and letter
  • Adhere to regulatory legislation and ensure compliance requirements are met
  • Work as part of a team,accurately and to tight deadlines
  • Highlight issues and contribute ideas and suggestions for process improvements, where possible
  • Ability to process agent and client amendments, deaths and new business applications
  • Produce and file records of trust decisions, create and process invoices for trust company fees

Person Profile

  • Good understanding of AML / KYC requirements
  • 1 years' experience within a Life Assurance company
  • An interest in or experience of trust administration
  • Proactive and keen to expand knowledge and take on new tasks
  • Positive can-do attitude
  • Ability to achieve tight deadlines
  • 5 GCSE (or equivalent) grade C or above
  • Have experience of working within a team environment
  • Ability to network across the business areas, to give and receive information and feedback
  • Influencing and inter-personal skills
  • Previous experience in a customer facing role
  • Good working knowledge of relevant regulatory legislation
  • Good and developing knowledge of the role and responsibilities of a Trust Company and different investment products and trusts
  • Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
  • Ability to draft clear letters and emails
  • Experience within a customer facing administration role
  • Good time management and organisation skills
  • Ability to work within a team or own initiative
  • Can maintain high level of accuracy
  • Ability to work under pressure
  • Excellent Communication skills (written & verbal)
  • Understanding what good customer service is
  • Committed to delivering excellent customer service
  • Excellent telephone manner
  • Good knowledge of regulatory frameworks (AML/KYC/TCF principles etc)

Desirable:

  • Formal qualifications in finance or a business related subject to A level standard or higher

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