• Post Date: March 9, 2023
  • Isle of Man
Job Description

As Administrator you will become a valued member of our Family Office Team and will work as part of a client workgroup within the Family Office team in the Isle of Man. They will deal with all aspects of administration of multi-jurisdictional Trusts and Companies always ensuring excellent client service. Personal Development Plans will be agreed on an annual basis. Training will be provided as necessary.

Role Responsibilities:
– Administer the formation of trusts and the incorporation of companies
– Liaise with clients, professional advisors and other third parties
– Prepare documents in relation to transactions, including minutes and resolutions
– Open and maintain bank accounts, including payment instructions, reviewing, and filing bank statements
– Maintain company and trust records, including due diligence, in line procedures and AML regulations
– Arranging, investment reviews for both trusts and companies and interpreting the outcomes and actions ensuring any requirements are implemented
– Demonstrate technical knowledge and understanding of transactions demonstrating commercial acumen
– Perform all aspects of company and trust administration
– Recognise and contribute to the mitigation of risk, ensuring compliance with legal and regulatory requirements
– Contribute to the achievement of the team’s Key Performance Indicators
– Participate in ad hoc projects as required
– Maintain accurate timesheets daily

Skills & Experience Required:
– Have a minimum of 2 – 3 years’ recent experience in the administration of trusts and international companies
– Educated to at least GCSE level or equivalent
– Already studying or be willing to study, STEP or CGI
– Experience of working in a similar role, supporting different businesses with different competing objectives
– Good understanding of Family Office and HNW / UHNW market
– Good understanding of associated regulatory requirements
– Proactive, self-starter, able to think and work independently
– Excellent problem solver
– Well organized with flexibility in working situations
– Able to work independently as well as part of a team
– Excellent written and verbal communication skills with attention to detail