19 Jobs Found

Senior Trust and Corporate Administrator, Permanent Job, Isle of Man

PP10791
Fiduciaries, Administration & Business Support
Full Time
Mid Senior Level
An established CSP in the south of the island are seeking a Trust & Corporate Administrator on a permanent basis. You will be responsible for providing administrative support to the Trust & Corporate Services team, assisting the Client Director in the management of a portfolio of client accounts, ensuring that all trust and corporate services are provided in a timely and efficient manner The Role... Assist with the management of a portfolio of trusts and companies, ensuring that all client records are accurate and up-to-date Prepare and file statutory documents, such as annual returns and accounts, with relevant authorities Assist with the onboarding of new clients, including the preparation of client due diligence files About You... Experience in a similar role within the Trust and Corporate Services industry A strong understanding of trust and company law, regulations and compliance requirements Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues The Reward... Competitive salary Southern office location
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Senior Administrator, Permanent Job, Isle of Man

PP10738
Fiduciaries, Administration & Business Support
Full Time, Permanent
Mid Senior Level
We have a new opportunity to join a leading independently owned Family Office and Corporate Service Provider. As a Senior Administrator, you’ll become a valued member of the Family Office Team and will work as part of a client workgroup which will deal with all aspects of administration of multi-jurisdictional trusts and companies. The Role... Your core responsibilities will include: Perform all aspects of trust and company trust administration Liaising with clients and intermediaries in relation to a variety of transactions, preparation of relevant transactional documentation, including minutes, resolutions and agreements etc Open and maintain bank accounts, including payment instructions, reviewing bank and assets statements Maintain company and trust records, including due diligence, in line procedures and AML regulations Provide support and guidance to other members of the team About You... Experienced in trust and company administration, with excellent technical knowledge of trusts Be already studying or willing to study STEP or ICSA Excellent inter-personal and client relationship skills, having a sense of ownership of your client relationships maintaining excellent services levels Good understanding of associated regulatory requirements An understanding of UK and SA tax planning would be an advantage The Reward... Competitive salary Comprehensive benefits package Douglas office location

Statutory Officer/Manager, Permanent Job, Isle of Man

PP10751
Fiduciaries
Full Time, Permanent
Mid Senior Level
Our Client, a Fiduciary services company, are seeking a Statutory Officer/Manager to assist the Head of Statutory by supervising tasks through to completion and managing the team in her absence. The Role.. You will keep up to date with relevant regulation and legislation and your main responsibilities will include: Assisting the Board with statutory consultations Providing ongoing advice and support to staff in relation to statutory matters Centralised point of contact for communications with all agents/company registries Ensuring that the company is kept in good standing About You ... You will hold a relevant industry qualification or be qualified by experience, and have the following skills and experience: Previous experience in a statutory role ideally within the TSCP industry Excellent organisational skills who will see tasks through to completion Excellent interpersonal skills which enable you to work effectively with all department members, and also to collaborate with external parties Willing to take on responsibility and ownership of tasks The Reward... Competitive salary Benefits package North based office location

Compliance Officer, Permanent Job, Isle of Man

PP10750
Fiduciaries, Legal, Risk & Compliance
Full Time, Permanent
Mid Senior Level
Our client, a Fiduciary services company, is seeking a Compliance Officer to assist the Head of Compliance with any projects and reports. The Role... Reporting to the Head of Compliance, you key responsibilities will include: Providing ongoing advice and support to staff in relation to compliance matters Promote an effective compliance and risk awareness culture Prepare annual file reviews and client risk assessments Undertaking general AML and CDD checks Assist in the creation of CDD files About You... You will hold a relevant industry qualification or be qualified by experience and have the following skills and experience: IOMFSA approval in a similar role would be advantageous Good working knowledge of Financial Services Rule Book & the AML/CFT Code Experience of working with the TCSP industry Ability to work to strict deadlines Willing to take on responsibility and ownership of tasks The Reward... Competitive Salary Benefits Package North based office location

Client Services Director, Permanent, Isle of Man

PP10747
Fiduciaries
Full Time, Permanent
Executive Appointments
A Fiduciary Services business is seeking to appoint a Client Services Director to oversee the management of fiduciary clients. The Role... In this role you will act as the Compliance officer and Deputy MLRO whilst overseeing the management of clients. Your responsibilities will include, but not be limited to To manage the administrative functions of the fiduciary services department and the relevant staff to ensure effective delegation and utilisation. To maintain professional standards and self development. To act as the compliance officer, data protection officer and Deputy MLRO To identify new opportunities to grow the business either organically or by acquisition About You... Our client is seeking a commercially minded, fiduciary services professional with a proven track record. You will need Extensive experience within the Trust and Fiduciary Services sector Relevant professional Qualifications Experience in managing and supporting a wider team The Reward... Great salary, commensurate with your skills and experience Comprehensive benefits package

Senior Trust Officer, Contract, Isle of Man

PP10731
Fiduciaries
Full Time, Temporary/Contract
Entry Mid Level
We’re looking for a Senior Trust Officer to join our client, an international trust and company service provider on a 12 month contract basis. You’ll provide support to the team leader in administering a portfolio of clients whilst adhering to client service standards. You’ll also meet monthly financial objectives and KPIs. The Role... The successful applicant will administer a portfolio of more complex/higher value accounts. You will: Liaise directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails without prior approval Support with matters such as complex or unusual transaction requests, fee issues, service complaints etc. Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV About You... We’re searching for someone who can bring a range of skills and experiences to enhance the team, as such you must have: Proven experience within the CSP industry Holds (or studying towards) relevant qualification e.g. STEP Have basic knowledge of tax compliance issues Able to work on own initiative and within a team Excellent communication skills The Reward... 12 month contract Competitive salary

Senior Trust Officer, Permanent Job, Isle of Man

PP10732
Fiduciaries
Full Time, Permanent
Mid Senior Level
We’re looking for a Senior Trust Officer to join our client, an international trust and company service provider on a permanent basis. You’ll provide support to the team leader in administering a portfolio of clients whilst adhering to client service standards. You’ll also meet monthly financial objectives and KPIs. The Role... The successful applicant will administer a portfolio of more complex/higher value accounts. You will: Liaise directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails without prior approval Support with matters such as complex or unusual transaction requests, fee issues, service complaints etc. Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV About You... We’re searching for someone who can bring a range of skills and experiences to enhance the team, as such you must have: Proven experience within the CSP industry Holds (or studying towards) relevant qualification e.g. STEP Have basic knowledge of tax compliance issues Able to work on own initiative and within a team Excellent communication skills The Reward... Permanent contract Competitive salary

Fiduciary Administrator, Permanent Job, Isle of Man

PP10727
Fiduciaries
Full Time, Permanent
Entry Mid Level
We have a brilliant opportunity to join a well-established Corporate Service Provider and Multi-Family Office based in central Douglas. As an experienced Fiduciary Administration you will provide administration assistance, with a primary focus on undertaking reviews within the Fiduciary Management and Administration Team. The Role... Day to day administration duties Ensuring service standards and company policies and procedures are adhered to Using best judgement to highlight and report significant matters to Senior Administrators and/or Management Maintaining exceptional levels of service at all times with the emphasis on ‘adding value’ Supporting and developing relationships with the wider team About You... Attained or working towards a recognised professional qualification (ICSA, STEP) Minimum of three years working in a relevant financial services environment An understanding of trust and corporate services and their practical implications Awareness of IOM and UK tax implications, knowledge of Isle of Man Companies Acts, related Corporate Governance, Anti-Money Laundering and other current compliance legislation A good understanding of banking procedures and practices A working knowledge of relevant computer applications (Excel, Word, Outlook, Viewpoint, Laserfiche) The Reward... Very competitive salary Comprehensive benefits, including pension, life assurance, private medical insurance, travel insurance, and flexible working arrangements

Senior CSP Administrator, Permanent Job, Isle of Man

PP10674
Fiduciaries
Full Time
Mid Senior Level
We have a brilliant opportunity to join a well-established Corporate Service Provider and Multi-Family Office based in central Douglas. As an experienced Senior Administrator, you will provide day-to-day operational support in the ownership of a portfolio of clients The Role... Manage client relationships with guidance from an Engagement Lead or Lead Director Administration of all aspects of corporate and trust structures Control work in progress, billing and debtor management in line with the company’s procedures and targets About You... Attained or working towards a recognised professional qualification (ICSA, STEP) Proven experience working in a relevant financial services environment Technical experience in the administration of trusts and offshore fiduciary structures with a focus on excellent service The Reward... Very competitive salary Comprehensive benefits, including pension, life assurance, private medical insurance, travel insurance, and flexible working arrangements

Trainee Company Administrator, Permanent Job, Isle of Man

PP10669
Fiduciaries
Full Time
Entry Mid Level
Trainee company administrator required to join a private investment company, with investments across different industries and jurisdictions The Role... This role would be ideal for a recent graduate who is looking to for a progressive career in Financial services, the successful applicant will focus on fulfilling the various company secretarial requirements for the internal group companies, shareholder companies as well as associate companies. Duties include: Maintenance of accurate statutory records Filing of annual returns and other required forms on a timely basis Compliance checklist submissions Preparation of documents for regulatory submissions Provide support for board meeting and minutes About You... Applicants should be driven, proactive self-starters with strong organisational skills, and good communication skills. You should: Have excellent time management and a positive attitude Understanding of regulatory and compliance requirements for the administration of companies and trusts would be advantageous Previous office experience is desirable High degree of professional ethics and integrity The Reward... A competitive market rate salary based on skills and experience Full study support towards STEP / ICSA qualifications

Client Administrator, Permanent Job, Isle of Man

PP10641
egaming & ecommerce, Fiduciaries
Full Time
Mid Senior Level
We have a fantastic opportunity for an experienced Client Administrator to join an established Corporate Service Provider, with a growing speciality in eGaming clients. The role will work closely with the growing client portfolio within the administration team and complete various daily administrative tasks. The Role... Core responsibilities include: Taking responsibility for the day to day administration of client entities within your portfolio reporting into your Senior Administrator/Team Leader Ensure your client files are set up and regularly reviewed in accordance with Company procedures Oversee the day to day administration ensuring that all work is closely monitored and that matters are brought to a satisfactory conclusion in a timely manner About You... You will need: Previous experience of working with a portfolio of Trusts and Companies is preferred Experience within gaming would be advantageous Ideally you will hold or be working towards a relevant professional qualification (ICSA or STEP) The Reward... Comprehensive benefits, including private healthcare, income protection, and a £300 wellbeing bonus for personal hobbies. They can also offer flexible and hybrid working. Douglas located office

Bookkeeper, Permanent Job, Isle of Man

PP10633
Accountancy, Actuarial & Tax, Fiduciaries
Full Time, Permanent
Entry Mid Level
Our client, a leading international corporate service provider, is seeking a full-time Bookkeeper. The Role... You will be maintaining bookkeeping records from client data using electronic systems and the key duties will include: Preparing accounts from records maintained by the client or client manager Preparing bank reconciliations Compiling financial and other statements and reports Maintaining essential accounting records and files Inputting of transactions and production of financial statements for various company and trust entities About You... You will be a confident and proficient in double entry bookkeeping with comprehensive experience and knowledge of booking principles and hold the following attributes: Knowledge of principles, methods and procedures used in modern accounting Knowledge of bookkeeping principles relating to trust and company structures Ability to analyse bookkeeping problems, to organise assigned work and to develop effective work methods Achieved bookkeeping certificates or qualifications, or willing to attain such qualifications Experience of bookkeeping within a corporate services provider setting The Reward... You will receive a full time permanent contract alongside: Competitive salary Performance-related bonus Benefits package