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Senior Company & Trust Administrator

Salary:
30,000 - 40,000
Location:
Isle Of Man
Company:
Orchard Recruitment Limited

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Overview

A leading TCSP in Douglas is seeking a Senior Company & Trust Administrator to join their busy, high performing team. You will be an adaptable, highly competent Administrator within your field, potentially seeking the next step / step-up in your career.

Role Profile

  • Administering a portfolio of various corporate and trust structures for clients
  • Developing and maintaining an effective business relationship with colleagues and working within the parameters of the company’s business model
  • Flexibility, confidentiality and time management are required
  • Manage your own portfolio of reasonable volume, with a variety of Client Structures that include Isle of Man Companies, Discretionary Trusts, BVI Companies
  • Nominated and appointed as A authorised signatory on client accounts
  • Direct liaison with clients and their advisors on a pro-active basis both verbally and in writing
  • Maintain diary systems for payments, periodic reviews and important company and trust dates
  • Assist in client billing and debt collection
  • Maintenance of Trust and Company records in accordance with internal compliance and other statutory requirements
  • Maintain an effective structural relationship with management to streamline company goals and objectives
  • Dealing with and prioritising daily correspondence and general administration
  • Ensure that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures
  • Presentation, processing and facilitating payment such as: invoices, distributions, dividends, taxes and services charges
  • Opening/closing Corporate and Trust bank accounts
  • Dealing with the dissolution of companies and closing down of trusts
  • Assist compliance department to obtain necessary documentation to ensure that clients comply with Statutory and Anti-Money Laundering regulations
  • Electronic filing of correspondence
  • Effective time recording for billing purposes
  • Drafting documentation for a variety of companies such as: tenancy agreements, consultancy agreements, loan agreements etc
  • Conduct annual file reviews on every structure within your portfolio
  • Conduct bi-annual investment reviews of relevant structures
  • Review financial statements with Directors before sign-off
  • Regular progress reports to management in relation to work load

Person Profile

  • A minimum of 3 Years' experience in a similar role within a TCSP environment
  • STEP or ICSA qualified, or working towards qualification
  • High attention to detail
  • A completer-finisher mindset, leaving no detail to chance
  • Excels working on their own initiative, though well directed where and when requested
  • Experience using Viewpoint
  • Familiar with MS Office Suite
  • Excellent / advanced MS Excel skills

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