Senior Trust Officer, Permanent Job, Isle of Man Job | Fiduciaries

Job Description

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

Consultant

Martin Cowan

Executive Recruitment Consultant

Contact Recruiter

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