Senior Trust & Corporate Administrator

  • Post Date: April 26, 2024
  • Apply Before: May 31, 2024
Job Description

Role Responsibilities:

– Acting in the capacity as a director to client entities

– Member of signing committee (office & client entities)

– Management of a portfolio of Companies and Trusts

– Upkeep of corporate records for all companies and trusts

– Preparation of minutes and resolutions and other statutory documents

– Company secretarial / corporate governance related projects

– Assisting with submission of IOM VAT & Tax returns

– Applying standards introduced by board, including adherence to policies and procedures

– Assisting with payments (typically using online banking)

– Assisting the Manager – Corporate and Trust Services with additional tasks as and when required

– Following up and completion of outstanding items identified from administration reviews of company and trust records

– Meet & greet clients, advisors or third parties and participation in client meetings

– Answering the telephone and being the main point of contact for clients within own client portfolio

– Attend training and to develop relevant knowledge, competencies and skills to support the development of the business

– Assistance with management & development of IT systems (company secretarial, office, document management, intranet etc, including. guidance and ensuring accuracy of records (Laserfiche/Jobstream/office templates)

Skills & Experience Required:

– Use and application of IOM Companies, Trusts, Partnerships & Foundations

– Isle of Man Anti-Money Laundering & CFT Handbook

– Anti-Bribery & Corruption Legislation

– STEP or CGI (ICSA) qualified or near qualified

– Previous approved key staff status

– Current industry experience

– Accounting knowledge

– Excellent team skills with strong numerical, oral and written skills

– Personable and good communicator

– Flexible and supportive of change, progress and self-development

– Self-organisation and appropriate time management skills

– Proficient with IT systems