Fiduciary Administrator – EPL 1135

Permanent
  • Post Date: January 28, 2025
  • Apply Before: February 28, 2025
Job Description

Our client, based in the north of the Island has an excellent opportunity for a new Fiduciary Administrator to join their team. The ideal candidate will have a good understanding of fiduciary structures and corporate governance and will be keen to continue a career within a quick-growing Trust & Corporate Service Provider on the Isle of Man.

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 a point of contact for corporate and foundation clients and to deal with their specific enquiries

– Preparing and inputting bank payments as required and using various online banking platforms.

– 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 a portfolio of clients

– Despatch fee invoices to corporate, trust & foundation clients and monitor debtors

– Completion of Formation & Dissolution/Termination procedures on behalf of corporate, trusts & foundation structures

Skills & Experience Required

– 2+ years TCSP experience with a good understanding of fiduciary structures and corporate governance

– Qualified, part qualified or willing to work towards a professional qualification such as CGI Foundation Programme Certificate in International Finance and Administration or STEP Certification in International Trust Management.

– Excellent organisation and time management skills

– Ability to work independently.

– Positive, flexible and pro-active approach to work

– Calm and customer service-centric approach to work

– Experience & good working knowledge of Microsoft Office applications. Recent working knowledge of ViewPoint would be a distinct advantage.

Salary & Benefits

The salary for this role is negotiable, dependent upon qualifications & experience so please get in touch with our team for further information.

This client also offers the following benefits package:
– Competitive salary
– 24 days annual leave plus all Isle of Man & UK public holidays and 3 days paid leave in between Christmas and New Year.
– Pension scheme, Death in Service and Income Protection Policy (after qualifying period)
– Free parking
– Full study support for a relevant qualification (study contract will be applicable)