Senior Private Client Administrator, Permanent Job, Isle of Man Job | Fiduciaries

Job Description

A trust and corporate service provider is looking for a Senior Administrator to work as part of a Client Workgroup within the Fiduciary Services team. You will deal with all aspects of administration for multi-jurisdictional trusts and companies.

The Role…

Predominantly, your duties will include:

Performing all aspects of company and trust administration
Managing and maintaining an awareness of the workflow relating to your portfolio
Maintaining accurate timesheets in accordance to the client work undertaken daily
Liaising with clients, professional advisors and other third parties
Preparing documents in relation to transactions, including minutes and resolutions
Maintaining company and trust records, including due diligence
Reviewing financial statements and conducting risk and client reviews
Recognising and contributing to the mitigation of risk

About You…

To excel within this role, you will need:

Significant previous experience as a Senior Administrator within a CSP environment
STEP or ICSA qualification
Excellent client relationship skills and an international outlook
Good computer literacy, with a particular knowledge of the MS package

The Reward…

Salary commensurate with skills and experience
Comprehensive benefits package

Consultant

Alexandra Jackson

Senior Recruitment Consultant

Contact Recruiter

More Jobs From Consultant

More jobs like this

Senior Company & Trust Administrator, Permanent, Isle of Man

We have a new opportunity to join an established provider of independent corporate and fiduciary services, on a permanent basis. As a Senior Client Administrator, you will provide trust and company administration services, including progressive client contact in a professional manner and in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations.

The Role...
Your core responsibilities will include
Dealing accurately with all issues and administration related tasks for a portfolio containing some complex client structures, receiving, and handling efficiently all communications
Administering an allocated caseload of more medium and high risk clients, competently and autonomously with limited support of other team members
Managing, supervising, training, and developing junior members of staff and oversee their work. Motivate, encourage, and appraise junior members of staff in order that the overall service provided meets with the needs of both clients and the business

About You...
You will need
Strong technical TCSP knowledge
Fully or part-qualified ICSA / STEP
Strong organisation and control of workflow ability for self and team
Ability to take responsibility, good level of judgement and logical approach to problem solving

The Reward...
Highly competitive salary, company benefits package

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

See all jobs