I am a Job Seeker looking for work

Signup with our easy to use form and keep us up to date with your details so we can find the right job for you

Register now →

I am an Employer looking for talent

Let us know your exact requirements and we will find you a perfect candidate for your role

Get in contact ↓

Search our job database


Trust Administrator - P/T (O910796)

Douglas, Isle of Man

Accounting & Finance

excellent starting salary plus benefits package

Part time / Permanent

Add to shortlist + Remove from shortlist

Job description


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)


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

Apply for this job

Required fields




Recommended fields

Choose a CV from your account

  • No resume attached

Maximum filesize 10mb. Allowed file types: .pdf,.doc,.docx,.wpf,.xls,.txt

Required field