Corporate & Trust Administrator

Permanent
  • Post Date: November 3, 2022
  • Isle of Man
Job Description

To effectively manage a portfolio of corporate, trust & foundation clients. To ensure the client receives a high level of customer service and client structures & their records are maintained in accordance with relevant legislation. To contribute to the overall effectiveness & morale of the department.

Role Responsibilities:
– Administering Companies, Trusts and Foundations established in a variety of jurisdictions to a high standard of service (including involvement in the acquisition and disposal of assets / liabilities such as residential and commercial property, private yachts, private and public shares and other commercial ventures).
– To be the main point of contact for corporate, trust & foundation clients and to deal with their specific enquiries.
– Ensuring the database is updated accurately with information held for personal and corporate/foundation data for each entity.
– Preparing and filing statutory documents dealing with amendments to company and foundation particulars and recording amendments to relevant databases.
– Providing high quality customer service to your portfolio of clients.
– Despatch fee invoices to corporate & foundation clients and monitor debtors.
– Completion of Formation & Dissolution/Termination procedures on behalf of corporate, trusts & foundation structures.
– Ensuring the compliance & anti money laundering regulations and procedures are adhered to regarding client transactions/trigger events.
– Ensuring the adherence to the new business procedures.
– Comply with any directions (within reason) made or given by any of the Board.

Skills & Experience Required:
– 4 GCSE Grade C or above including English & Maths
– Has experience of working in a corporate / regulated environment.
– Has experience of working at Corporate Administrator level and is keen to progress to Senior level or is currently operating at Senior level.
– Has previous experience of building rapport and establishing excellent relationships with customers.