TRUST &
CORPORATE SERVICES

 

JUNIOR ADMINISTRATOR

REF 1097

A well-established, independent trust and corporate services organisation in the heart of Douglas are seeking to recruit an enthusiastic, personable Junior Administrator. The duties of the role are varied and will include: *Being the first point of contact for all incoming telephone calls and visitors *Sorting, sending and distributing mail within the company *Liaising with Notary Public to ensure notarised documents are dealt with in a timely manner and delivered to the court for apostille *Ensuring archiving is kept in order and documents are destroyed as per the retention period *Ordering and maintaining the office supplies and stationary *Inputting all statements and reconciling cash books. The ideal Candidate will have acquired/be able to demonstrate: *Previous experience of working in an office environment *Excellent telephone manner and communication skills *Good IT skills *Be self-motivated and willing to learn

SENIOR TRUST AND COMPANY ADMINISTRATOR

REF 1098

A well-established, independent trust and corporate services organisation in the heart of Douglas are seeking to recruit an experienced, self-motivated Senior Trust & Company Administrator. The duties of the role are varied and will include: *Taking ownership of the designated portfolio of client companies and trusts, with a clear understanding of the entity structure, activities and client expectations * Ensuring all administration task are completed according to company processes and procedures *Dealing with complex trust structures and provide technical support to members of staff *Following the appointment to a controlled function, act as an authorised signatory and client entity officer *Regularly update the directors on the activity within your portfolio. The ideal Candidate will have acquired/be able to demonstrate: *Experience within a TCSP environment. *A good working knowledge of client fiduciary structures *Excellent written and verbal communication skills

COMPANY ADMINISTRATOR - YACHTING & AVIATION

REF 1113

A leading multi-jurisdictional independent corporate and trust service provider, based in the heart of Douglas, is looking to recruit an experienced, diligent Company Administrator (Yachting & Aviation). The duties of the role are varied and will include; *The administration of a portfolio of companies, including yachting and aviation companies * Preparing documentation for signature *Corresponding and liaising directly with clients and intermediaries *Dealing directly with directors and senior management *Performing annual file reviews *Assisting with large scale purchase and sale completions *Managing and safekeeping other company assets. The ideal Candidate will have acquired/be able to demonstrate: *3-4 years’ experience in the industry, which will ideally include some experience with yachting and aviation *Good knowledge of offshore trust and corporate structures and current offshore environment *An interest and commitment to on-going professional development and training/already working towards STEP/CG accreditation *Good planning, problem solving & organisational skills *Excellent written and oral communication skills

CLIENT SERVICES DIRECTOR

REF 1126

A long-established, trusted firm of Chartered Accountants based in the heart of Douglas are seeking to recruit an inspiring, experienced Client Services Director. *The duties of the role are varied and will include: *Identifying new opportunities to grow the business either organically or by acquisition *Dealing with all new business queries *Overseeing the management of the fiduciary teams and clients to ensure they receive a high standard of service at all times *Reviewing maintenance of staff procedures and processes *Managing the fiduciary services team with a hands-on approach, ensuring objectives and budgets are met *Managing the ongoing risk assessment process for client reviews. The ideal Candidate will have acquired/be able to demonstrate; *Relevant Professional Qualification – STEP, ICSA or ACCA *In-depth knowledge and minimum of 10 years’ experience of offshore financial service, technologies and regulatory environments *Excellent leadership and management skills *Effective influencing skills and an ability to lead within own functional area *Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others.

DONATIONS TEAM CO-ORDINATOR/ASSISTANT

REF 1125

An independent, family owned, licensed fiduciary service provider based in the north of the island are seeking to recruit confident, energetic Donations Team Co-Ordinator/Assistant. The duties of the role are varied and will include; *Managing busy diaries *Arranging and dealing with travel bookings and meeting itineraries *Maintaining records and minutes for both corporate & trust structures *Administrative duties including payment input and client contact. The ideal Candidate will have acquired/be able to demonstrate; *Proven organisational and administrative skills *Previous experience in a similar role would be advantageous *Excellent working knowledge of all Microsoft Applications *Working knowledge of ViewPoint

ADMIN SUPPORT - CLIENT SERVICES

REF 1120

A well-established Trust and Corporate Service Provider based in the heart of Douglas is seeking to recruit a diligent, meticulous Admin Support – Client Services. The duties of the role are varied and will include; *Performing day to day administration of a portfolio of trust and company structures including but not limited to the Investment Oversight, Client Risk Assessment, Economic Substance and Client Due Diligence workflows *Addressing client requests and queries *Preparing Company Secretary forms and minutes for entities within the portfolio and completing relevant documentation. The ideal Candidate will have acquired/be able to demonstrate; *Relevant professional qualification or ability and commitment to work towards a relevant professional qualification; alternatively be qualified by experience *Understanding of the statutory and regulatory requirements and best practice for the administration of client entities from the Isle of Man *Ability to establish and maintain good client relationships and deal with clients directly as required *Good analytical and report writing skills *Excellent written and verbal communication skills * Good numeracy skills

CLIENT ADMINISTRATOR

REF 1181

A well-established provider of financial services and solutions, based in the heart of Douglas, are seeking to recruit an enthusiastic, ambitious Client Administrator. The duties of the role are varied and will include: *Administrating bank accounts including opening and closing and also bank payments and receipts *Liaising directly with clients * Dealing with various company and trust administration tasks. The ideal Candidate will have acquired/be able to demonstrate: *Minimum 5 GCSEs or equivalent at grade C or above *Minimum of 2 years in a TCSP administration environment in managing a client portfolio **Proficient in Microsoft Office *Experience with CCH, Viewpoint and Laserfiche would be advantageous