Senior Client Administrator, Permanent Job, Isle of Man

Build trusted relationships while managing a diverse portfolio of trusts and companies in a role that offers variety, responsibility and direct exposure to private clients and professional advisers.

The Role

Play a key role in delivering high quality trust and corporate administration services across a varied portfolio.

• Manage a portfolio of trusts, companies and related structures, acting as the primary day to day contact for clients and professional advisers


• Prepare correspondence, trustee and board minutes, resolutions and statutory records, ensuring files remain accurate and up to date


• Coordinate trust and company changes including incorporations, ownership updates, distributions, transfers and closures


• Maintain client due diligence, risk assessments, beneficial ownership records and periodic reviews in line with regulatory requirements


• Support junior team members, monitor key deadlines and work closely with directors, compliance and accounts colleagues

About You

You will bring strong fiduciary administration experience, together with a proactive and professional approach

• Demonstrable trust and company administration experience, with the ability to manage a portfolio independently


• Sound knowledge of Isle of Man trust and company administration, corporate governance and fiduciary responsibilities


• Strong understanding of client due diligence, source of wealth reviews and regulatory compliance requirements


• Excellent organisational, communication and relationship management skills with strong attention to detail


• Relevant STEP qualification, or progress towards one, would be advantageous although practical experience will also be considered

The Reward

• Opportunity to work within an independent owner managed trust and corporate services business


• Direct access to directors and involvement in complex and rewarding client structures


• Broad and varied portfolio offering exposure to trusts, companies and family office administration


• Supportive team environment with opportunities to mentor and develop junior colleagues


• Professional development and career progression within a respected fiduciary business