Company Administrator

  • Post Date: April 13, 2022
  • Isle of Man
Job Description

Role Responsibilities:
– Administer a portfolio of client entities and trusts to a high professional standard.
– Ensuring all clients’ requests are dealt with in a timely and professional manner.
– Provide general support and assistance to the Client Portfolio Manager.
– Respond to existing client enquiries and provide quotes for specific work requested as and when required.
– Respond to new client enquiries in the absence of the New Business Assistant or when deemed appropriate to do so.
– Develop and maintain awareness of due diligence requirements and anti-money laundering provisions within the organisation and ensure proper compliance with the same.
– Submit applications to the Companies Registry or request agent to apply for in all jurisdictions.
– Arrange the incorporation of companies in all jurisdictions and the establishment of trusts.
– Attend to structuring of incorporated companies and trusts for designated clients including preparation of all documentation required internally and externally.
– Liaise with the Business Development Team with regard to the ongoing administration of companies and trusts.
– Receive, review and sign off the New Company Checklist following preparation of the transfer documents.
– Prepare and/or obtain any legal documents which are required
– Attend to the preparation and filing of Annual Returns and the preparation of AGM minutes for relevant jurisdictions.
– Monitor and remind clients of deadlines for the filing of Annual Returns and the payment of taxes.
– Attend to alterations to company structure.
– Attending to the preparation and filing of all related documentation and liaising with client, agent and Companies’ Registries as necessary.
– Corresponding with trust protectors to ensure the correct management of trusts.
– Review trust instruments and powers to ensure that breaches of trust do not occur.
– Preparation of supplemental deeds, liaising with advocates for trust advice and with tax advisors.
– Ensure that bookkeeping records are maintained or annual accounts prepared for both companies and trusts as appropriate under company policy.
– Attend to the termination of trusts.
– Open bank accounts as required and, provide directors and signatories, to ensure that the accounts are operated and instructions dealt with efficiently.
– Keep cash sheets on all controlled accounts where appropriate.
– Ensure that all bank account details are entered on ViewPoint.
– Where the company are directors or trustees, to review all contracts and agreements for signature and be able to provide a summary of its content to the signing director(s) or trustee.
– Prepare appropriate minutes or resolutions of the authority of the directors or trustees in respect of the same.

Skills & Experience Required:
– Must have a minimum 2 years experience within a similar role
– Have experience using Viewpoint systems
– Have excellent communication skills, both written & verbal
– Excellent organisation skills
– Have the ability to prioritise work to ensure SLA’s are met
– Proficient with Microsoft office

Phone 01624 615600