Senior Trust Administrator based in Isle of Man
Role overview
To manage the day to day running of shared portfolio of clients, with support from manager and director, which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature.
Job accountabilities:
The day-to-day administration of shared portfolio of clients. Tasks will involve:
- Ensuring that statutory records are kept up-to-date and are accurately maintained at all times
- Performing annual reviews of all entities within own portfolio
- Working with manager and director to ensure portfolio administered properly and promptly
- Liaison with respective departments regarding accounting and taxation issues
- Liaison with clients and intermediaries in person, by telephone and in writing
- May assist more junior staff with queries/problems
- Minimum Education and Experience
- A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed
Required skills
- Strong written and verbal communication skills
- Good problem-solving skills
- A strong team player
- Ability to work to deadlines with minimum supervision
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