Trust & Company Administrator - 1122

Finance Isle of Man

Jobs Finance

Trust & Company Administrator - 1122


Our Douglas based TCSP requires an enthusiastic and motivated administrator to join their team. Ideally you will be working towards a STEP qualification or have a minimum of two years within a TCSP organisation.

• Assisting with the administration of a portfolio of client entities and trusts, with a view to having their own portfolio in the future
• Liaising via email, telephone and in person with Directors, Trustees, clients and third parties
• Drafting of board minutes and written resolutions to approve various administration matters
• Working with the Client Services Manager to organise and prioritise various administration matters, including but not limited to the onboarding of new clients and establishment of entities / trusts, ongoing administration matters for existing structures and the closure of structures
• Ensures records are kept up-to-date both electronically and on hard copy files
• Assist Client Services Manager and Directors with transactions such as the purchase and sale of assets, general day-to-day payments (online and written)
• Assist the Client Services Manager with the completion of application forms to place investments, open bank accounts etc.
• Work with the Client Accounting staff in providing relevant information and answering queries in relation to the preparation of year end accounts for the various entities and trusts
• Work with the Compliance Manager and Client Services Manger to ensure regulatory requirements are met in terms of Anti-Money Laundering and Counter Financing of Terrorism
• Works with Client Service support to ensure that next steps identified from Risk Assessments are followed up on and remediated
• Administration comply with FATCA, CRS and Substance requirements
• Assist the Client Services Manager and Directors with officewide initiatives and ADHOC projects

To discuss the role call us on 01624 629676 or by mailing your CV to quoting job number 1122.

ID #5026 Location Isle of Man Job Sectors Finance Type Permanent Role Trust & Company Administrator - 1122 Career Level Middle Salary TBA

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Contact Details

2nd Floor, 12-14 Ridgeway Street, Douglas, IM1 1EN +44 (0)1624 629676 Facebook LinkedIn Twitter Instagram
Company Number:Registered in the IOM 128875c. Vat Number:GB004343327 Registered Address: 2nd Floor, 12-14 Ridgeway Street, Douglas, IM1 1EN
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