Back Posted: Jan 09 2025

Trust and Company Administrator

Douglas, Isle Of Man , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

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 additional Administrator to join the Trust & Corporate team due to an internal promotion.

As Trust and Company Administrator you will be responsible for providing exceptional client administration for a portfolio of complex client trust and corporate structures. Key responsibilities include:

* General administration and support for a portfolio of entities including (but not be limited to); e-mail and telephone correspondence with clients and intermediaries; research and document recording; preparation of minutes and transactional documents for presentation at internal and external meetings; arranging payments; assisting the accounts and bookkeeping team with any unclarified items or queries

* Maintaining and building good relationships with clients and intermediaries through quality service

* Responding to all client communications within 24 hours where possible (including holding replies)

* Preparation for attendance at client meetings and preparation of post meeting file notes and board minutes when required

* Assisting with client onboarding for new and transferring in business

* Assisting with the completion of terminations and transfer outs

* Assisting with the process of raising, sending out and collection of fees due to the business on a timely basis

* Understanding of the debtors' process to ensure any potential problems are highlighted to line manager or Director

* Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation

* Obtaining updated client due diligence where necessary for existing portfolio within a reasonable timeframe of becoming non-compliant

* Completing assigned allocation of Periodic Reviews as required

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

The ideal candidate for the role of Trust and Company Administrator will haveL

* Minimum 5 GCSE's (or equivalent) with English & Mathematics at Grade C / 4 or above

* Minimum of 1 years' experience in an administrative role ideally within Fiduciary Services

* Open to undertaking a relevant professional qualification e.g. STEP, ICSA, ACCA

* Basic 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

* Demonstrate drive, ambition & willingness to learn

* A proactive approach to work & the ability to work under own initiative

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: January 9, 2025
Job id: CV-74855
Position Type: Permanent
Applicants: 0
Views: 2

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