Senior Administrator, Trust & Corporate
Our client’s Isle of Man office is looking to recruit a Senior Administrator to join the Trust & Corporate Team. This role is responsible for delivering excellent client administration services to a complex portfolio of client trust and company structures. The ideal candidate will have proven trust administration experience, a detailed understanding of fiduciary services business, including regulatory requirements, and a relevant professional qualification or the willingness to study for one.
Key responsibilities:
- Manage a complex portfolio of client trust and company structures, ensuring high standards of administration and compliance.
- Serve as the primary point of contact for clients, providing exceptional service and building strong relationships.
- Ensure all activities comply with regulatory requirements and company policies.
- Maintain up-to-date knowledge of relevant regulatory changes and implement necessary adjustments to processes and procedures.
- Prepare and review documentation related to trust and corporate structures, including minutes, resolutions, and correspondence.
- Ensure accurate and timely record-keeping and reporting.
- Oversee the maintenance of accounting records and preparation of financial statements in collaboration with the accounting team.
- Monitor and manage the billing process, reviewing billing summaries, and draft invoices.
- Collaborate with colleagues across departments to ensure seamless client service and efficient operation of the trust and corporate team.
- Mentor and support junior staff, providing guidance and training as needed.
- Address and resolve any issues or queries related to client structures promptly and effectively.
- Proactively identify potential problems and implement solutions to mitigate risks.
Qualifications and requirements:
- Proven experience in trust administration with a detailed understanding of fiduciary services business.
- Familiarity with regulatory requirements related to trust and corporate structures.
- Relevant professional qualification (e.g., STEP, ICSA, ACCA) or willingness to study for such a qualification.
- Strong organizational skills with the ability to manage a complex portfolio and meet deadlines.
- Excellent communication skills, both written and verbal, with the ability to interact effectively with clients and colleagues.
- High level of attention to detail and accuracy.
- Proactive, self-motivated, and able to work independently and as part of a team.
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