TRUST &
CORPORATE SERVICES

 

CLIENT PORTFOLIO MANAGER

REF 1287

A leading trust and corporate service provider based in the heart of Douglas are seeking to recruit an experienced, self-motivated Client Portfolio Manager.

The ideal candidate should be STEP/ICSA qualified and have some experience in the eGaming/digital space.

SENIOR CORPORATE MANAGER

REF 1321

A growing organisation offering a wide range of corporate services, based in the heart of Douglas are seeking recruit an experienced, confident Senior Corporate Manager.

 

The responsibilities of the role will include:

*Overseeing the formulation and implementation of plans, policies, and processes

*Carrying out analysis on resource management issues and initiatives

*Preparing associated reports, correspondence, and submissions to senior management

*Providing relevant information and support for the preparation of financial reports and budgets

 

The ideal Candidate will have acquired/be able to demonstrate:

*Minimum 5 years’ experience in a similar role and minimum of 3 years’ experience in a supervisory role

*Hold ICSA professional qualification or equivalent

*Excellent interpersonal and communication skills

JUNIOR CORPORATE ADMINISTRATOR

REF 1323

A growing organisation offering a wide range of corporate services, based in the heart of Douglas are seeking recruit an enthusiastic, motivated Junior Corporate Administrator.

The main responsibilities of the role will include assisting with all aspects of the day-to-day administration of a portfolio of clients

The ideal Candidate will have acquired/be able to demonstrate:

*Hold a degree in a relevant subject

*Previous experience in a similar role

*Willingness to work towards further professional qualifications

*Excellent communication skills

ASSISTANT CORPORATE MANAGER

REF 1322

A growing organisation offering a wide range of corporate services, based in the heart of Douglas are seeking recruit a highly motivated, confident Assistant Corporate Manager.

 

The responsibilities of the role will include:

*Overseeing the administrative services provided to a portfolio of clients​

*Ensuring clients’ statutory records and the data register is up to date​

*Reviewing the quality of client service provided​

*Supervising and assisting with the training of direct reports ​

 

The ideal Candidate will have acquired/be able to demonstrate:

*Previous experience in a similar role​

*Hold or be working towards a professional qualification (ICSA/STEP/ACCA​)

*Excellent written and verbal communication skills​

*Ability to manage and prioritise multiple tasks​

CORPORATE MANAGER

REF 1324

A leading financial solutions provider based in the heart of Douglas are seeking to recruit an experienced, self-motivated Corporate Manager.

The main responsibilities of the role will include:

*Responsibility for a team of people who administer a portfolio of trusts, foundations and companies

*Ensuring continual personal & team improvement in technical & commercial awareness;

*Building relationships with your team, intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact

*Developing excellent client relationships fostering client retention and referrals

*Assisting with the client acceptance process

*Monitoring and ensuring compliance with the Company’s Policies and Procedures

*Proactively identifying existing and emerging risks in client portfolio

 

The ideal Candidate will have acquired/be able to demonstrate:

*Hold an industry specific professional qualification

*Previous experience in a similar role and business development experience is desirable

*Excellent knowledge and understanding of offshore trust and company administration

*Proven knowledge of appropriate legislation and regulation with the ability to demonstrate both compliance, risk and audit awareness

*Experience of managing a team with the ability to motivate, initiate and manage change

*strong communication and organisational skills

CLIENT RELATIONSHIP MANAGER

REF 1341

A leading multi-jurisdictional independent corporate and trust service provider, based in the heart of Douglas, is seeking to recruit an experienced, ambitious Client Relationship Manager.

 

The main responsibility of the role will include:

*Working with the existing team to build, maintain and strengthen relationships with clients

*Acting as a liaison the client and the company and trust administration team

*Creating and relationship-managing referral networks through banks and professional firms of lawyers and accountants

*Following up new business opportunities

*Attending professional seminars and courses

 

The ideal Candidate will have acquired/be able to demonstrate:

*Educated to degree level with an interest and commitment to on-going professional development

*3-5 years’ experience in the industry

*Good knowledge of offshore trust and corporate structures and current offshore environment

*Good analytical skills and attention to detail

*Excellent written and oral communication skills

SENIOR COMPANY AND TRUST

REF 1336

A well-established, independent, bespoke trust and corporate service provider, based in the heart of Douglas are seeking to recruit a Senior Company and Trust Administrator.

 

The ideal candidate will have good experience with property sales and acquisitions but this is not essential.

ASSURANCE MANAGER

REF 1361

A leading professional services firm based in the heart of Douglas are seeking to recruit an experienced, focused Assurance Manager.

 

The responsibilities of the role will include:

*Pursuing opportunities to develop existing and new skills

*Acting to resolve issues which effective team working

*Coaching others and encouraging them to take ownership of their development

*Analysing complex ideas or proposals

*Using multiple sources of information including broader stakeholder views to develop solutions and recommendations

 

The ideal Candidate will have acquired/be able to demonstrate:

*Minimum of 8 years’ experience in a Big 4 environment

*Relevant professional qualification including ACA, ACCA or equivalent

ASSURANCE SENIOR ASSOCIATE

REF 1360

A leading professional services firm based in the heart of Douglas are seeking to recruit an experienced, diligent Assurance Senior Associate.

 

The duties of the role will include:

*Helping to solve complex business issues from strategy to execute

*Demonstrating critical thinking and the ability to bring order to unstructured problems

*Reviewing work of other to ensure quality, accuracy and relevance

 

The ideal Candidate will have acquired/be able to demonstrate:

*Hold a relevant professional qualification eg. ACA, ACCA or equivalent

*Minimum of 4 years’ experience working in a similar environment

*Financial services experience is preferred

DONATIONS TEAM CO-ORDINATOR

REF 1393

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.

This role would be perfect for a candidate looking to start a career within a Corporate Service Provider.

The duties of the role are varied and will include;

*Undertaking admin duties relating to existing charities linked to Charitable Trust

*Onboarding new charities

*Managing busy diaries

*Arranging and dealing with travel bookings and meeting itineraries

*Maintaining records and minutes for both corporate & trust structures

*Monitoring donation agreements and issue reminders

 

The ideal Candidate will have acquired/be able to demonstrate;

*Minimum of 1 years’ experience within a financial services company

*Previous experience in a similar role would be advantageous

*Excellent working knowledge of all Microsoft Applications

*Strong communication and organisational skills

ASSISTANT CLIENT SERVICES MANAGER

REF 1405

A busy firm, based in the heart of Douglas, offering accountancy and wealth management services are seeking to recruit a proactive, enthusiastic Assistant Client Services Manager.

The duties of the role are varied and will include:

*Assisting senior management in overseeing the administration of the client services team

*Liaising directly with clients and intermediaries

*Maintaining a varied portfolio of trust and company entities

*Overseeing various company and trust administration tasks

*Training and supervising administration staff

The ideal Candidate will have acquired/be able to demonstrate;

*Minimum of 5 GCSEs at grade C or above

*Part or qualified STEP or equivalent

*Minimum of 5 years in a TCSP administration environment and managing a client portfolio

*Leadership and Management experience

*Working knowledge of VT, CCH and Laserfiche would be advantageous

*Excellent communication and organisational skills

ASSISTANT CLIENT SERVICES MANAGER

REF 1406

A busy firm, based in the heart of Douglas, offering accountancy and wealth management services are seeking to recruit a proactive, motivated Senior Client Administrator.

The responsibilities of the role will include:

*Overseeing administration of bank and investment accounts including opening and closing

*Administrating bank payments and receipts

*Liaising directly with clients and intermediaries

*Maintaining a varied portfolio of company and trust clients

The ideal Candidate will have acquired/be able to demonstrate;

*Minimum of 5 GCSEs at grade C or above

*Part or qualified STEP or equivalent

*Minimum of 4 years in a TCSP administration environment and managing a client portfolio

*Working knowledge of VT, CCH and Laserfiche would be advantageous

*Excellent communication and organisational skills