Job Description
Our client is currently seeking an experienced Senior Trust & Company Administrator to join their busy CSP & Accountancy practice. In this role you will also have the opportunity to continue growth nd development with promotions, role expansion and career development as it is an expanding practice.
Role Responsilbities
– Directly reporting to Managers/Directors on a designated international portfolio of clients
– Liaising with clients to manage developments and work with various parties to support the clients’ requirements
– Responsible for the maintenance of Trust and Company records in accordance with internal compliance and statutory requirements
– Facilitating client transactions including payments, invoices, dividends and taxes
– Opening Corporate and Trust bank accounts
– Ensuring that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures
– Review of Client Investment Portfolios
– Providing an excellent and efficient service to an established portfolio of international clients
Skills & Experience Required
– Professionally Qualified (STEP, ICSA etc.) with at least 1-3 years’ post qualification experience preferred or
– 5+ years experience in a TCSP environment
– Bookkeeping/accounting experience is helpful but not essential
– Requirement to liaise with clients and third party institutions
– Good understanding of IOM regulatory environment
– Good organisational skills
– Effective communicator
– An understanding of tax planning
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