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Job Purpose:
Administrator required within a Trust organisation for the accurate and efficient administration of a portfolio of companies, to include areas such as listed entities, holding companies and various trust structures. Ensuring any corporate risk is minimised and remains compliant with the companies established policies and procedures.

Key Responsibilities:
Ensure the accurate and efficient administration of a portfolio of trust and/or company structures.
Setting up and maintaining accurate and complete records for client entities.
Prepare and complete account opening forms for bank and investment accounts as required.
Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary.
Arranges electronic and manual bank payments.
Deliver exceptional services within agreed service levels and budgets.
Performs billing and collection of receivables.
Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment advisors and settlors.
Monitors the administration files, receives instructions from and communicates with the client.
Assist management with the general administration of client and company processes.
Monitor and reduce client's exposure to risk.
Completes all internal compliance documentation and other record keeping systems as may be required.
Assists with promoting the reputation of the business within the group and introducers.

Skills & Experience:
A minimum of 1 years' office experience.
Proficient in the use of Microsoft Office suite of programs, specifically MS Word.
Demonstrates the ability to deal effectively and courteously with clients and colleagues.
Highly organised team player who is a self-starter, enthusiastic, flexible and dedicated.
Excellent verbal and written communication skills.
Good all round organisational skills.

Hours & Benefits:
Full Time hours - 9am -5.30pm.
Attractive salary and benefits package.

Job Purpose:
Experienced Fiduciary Services Administrator with upwards of one year's previous experience within Trust and Corporate Services, is sought by a leading International Trust & Corporate Service Provider. The role requires the administration and management of a varied portfolio of corporate and trust ownership structures for UHNW owners of superyachts and corporate aircraft.

Key Responsibilities:
Professional liaison with clients and a broad range of intermediaries, building strong working relationships.
Registration of client's yachts and aircraft, globally.
Maintaining accurate an dup to date records for vessels.
Arranging for the review and approval of sale and purchase agreements, chartering contracts etc.
Ensuring compliance with company standards, policies and procedures, including periodic file reviews.

Skills & Experience:
Upwards of one year's previous experience within Trust & Company Administration work and an interest in developing more specific understanding of yachting and aviation administration.
Previous experience of either Yachting and/or Aviation administration would be advantageous, although not essential.
Strong communication and organisational skills, with an enthusiastic and positive approach.
Having a willingness to further develop knowledge and potentially undertake appropriate professional studies STEP/ICSA, with support.

Hours & Benefits:
Full time, highly competitive salary and benefits, depending upon experience and qualifications.

Job Purpose:
Bookkeeper required to join a Financial Services Group in a permanent capacity on the Isle of Man. The purpose of the role is to maintain the bookkeeping for a portfolio of clients and also assist with general office administration tasks as required.

Key Responsibilities:
Processing financial transactions through Sage and other accounting systems.
Reconciliation of purchase and sales ledgers and reconciliations of all bank accounts.
Process payments through various banking platforms.
General office administration including scanning, filing, photocopying and dealing with post.
Ensuring that all work is completed within the required timescales and to the standards required.
Complete any ad-hoc projects delegated within given timescales.
Skills & Experience:
Minimum of 5 GCSE's grade C and above in Maths and English.
No previous office experience required, full training will be provided.
This role is suitable for an individual seeking a career in Accountancy.
Must have excellent communication skills and demonstrate a strong ethic.

Hours & Benefits:
Market rate salary and benefits package provided, full time business hours.
Opportunity to undertake professional studies in future, either CAT, ACCA or ACA.

Job Purpose:
An international bank is seeking a Client On-Boarding Officer in a permanent capacity. The successful applicant will work closely with the Relationship Management Team to obtain documentation that enables the opening of new accounts, and amendments to existing accounts.

Key Responsibilities:
Ensure that all information, documentation, and Client Due Diligence meets all operational and regulatory requirements.
Process new account applications and amendments in a timely and professional manner.
Create and maintain accurate customer records on company systems.

Skills & Experience:
Previous experience in a similar role within Banking, ideally with a KYC/CDD focus.
Exceptional attention to detail and a high level of risk awareness.
Excellent communication skills and good customer service experience.

Hours & Benefits:
Full time business hours; competitive salary and attractive company benefits package.

Job Purpose:
Time & Billing Administrator, responsible for monthly multi-currency invoicing and sales ledger processes, sought by an international Trust and Corporate Services Provider.

Key Responsibilities:
Produce multi-currency monthly and annual customers' invoices.
Support the sales ledger processes and debtors control procedures including but not limited to; invoice production, receipt identification, recording and allocation, statement production and attention to queries raised.
Update and maintain sales ledger processes.
Assist in ensuring that monthly financial reporting is completed according to scheduled timeframes.
Understand and ensure compliance with all relevant internal policies and procedures that apply to the role.
Maintain and administer time and billing configuration for group companies and provide reports on various time and billing performance indicators.

Skills & Experience:
Working knowledge of Microgen products and SUN systems.
Previous experience of working within a Finance team.
Ability to work to strict deadlines and to a high standard.
Computer literate (MS Office with a high level of MS Excel knowledge).
Bookkeeping experience.
Experience with maintenance and administration of sale ledger processes.
Able to work within a team environment and contribute at all levels.

Hours & Benefits:
Full-time business hours, very competitive salary, full company benefits & training.

Job Purpose:
Accountant required to join an established Payroll Solutions Group in a permanent capacity on the Isle of Man. The purpose of the Role is to provide first class service to a portfolio of clients and to assist with the growth and development of the business.

Key Responsibilities:
Managing a portfolio of clients, duties include the preparation of accounts, VAT and tax returns whilst reporting to the Finance Manager.
Overseeing work allocation of a junior member of staff and providing necessary training as required.
Review and sign off of accounts and providing a point of escalation for complex accounting queries.
Designing new client routines and liaising with clients and intermediaries to resolve any queries.
Managing internal procedures, practice databases and reporting systems.

Skills & Experience:
Preferably be a part qualified or qualified accountant, ACCA or ACA, or be qualified by experience.
Extensive experience in an accounting role is essential, including knowledge of VAT and tax.
Knowledge of the Contractor service industry is desirable, but not essential.
Excellent time management and organisation skills is required, must be able to work to strict deadlines.
Solid knowledge of Accounting standards (FRS102).
Excellent communication skills, both written and verbal.

Hours & Benefits:
Attractive salary, full time business hours.

  • Highly Competitive
Job Purpose:
Function Head/Leader required to join an international bank in a permanent capacity as their Head of Local Corporate on the Isle of Man. Leading a team of Relationship Directors/Managers with ultimate accountability for a growing sector, and driving business performance working with key senior stakeholders across the group.

Key Responsibilities:
Leading the overall relationship with the Isle of Man Government with regards to client and business development, including strategic engagement with key Ministers and Departmental Heads, and coordinating across different agencies, in order to drive forward support for economic growth, business development initiatives, digital inclusion and development of the client relationship.
The ongoing maintenance and development of the Local Corporate proposition.
Identifying and managing solutions to meet a wide range of client needs, including banking, investments, credit and cash management. Understanding the business and strategy of their client segments and key clients within their team, driving long-term sustainable revenue.
Developing long-term, internal and external relationships that are planned and effective across the Isle of Man to drive delivery of the respective strategies and establish opportunities for further growth.
Managing risk across the team, including business risk, financial crime risks, credit risk, operational risk.
Collaboration with the heads of other client segments, specialist sales teams and functional/support areas across the business.

Skills & Experience:
Wealth of experience within international banking, currently as head of function and be able to demonstrate exceptional people management/leadership experience
A relationship builder with strong networking skills, the suitable candidate will have a reputation for integrity, and the ability to evoke rapid trust and openness in clients, colleagues and team member alike.
Proven business skills, including problem solving, decision making, driving continuous improvement and commercially minded.
The role holder will be required to have the skills to plan and analyse potential complex and strategic client solutions and devise appropriate responses across a broad spectrum of areas, including market opportunity, risk and operational issues in line with Bank procedures and escalating where necessary.
Requires previous experience engaging with senior internal and external stakeholders on a strategic level including CEO, CFO, COO and other board level client representatives.

Hours & Benefits:
Highly competitive salary with comprehensive benefits.

Job Purpose:
Senior Planning and Performance Analyst required to join a Financial services organisation, this is a high profile analyst role within the Planning and Performance Management team. It presents an opportunity to build a broad understanding of the business, with exposure to senior and Executive level stakeholders.

Key Responsibilities:
Preparation (and involvement in presentation where required) of ExCo and Group performance reporting, consolidating inputs of business partners, questioning and challenging inputs where needed.
Expense reporting: production and presentation of expense reports, with administrative support. You will have responsibility for co-ordination and consolidation of inputs from Business Partners, testing and challenging these where appropriate.
Co-ordination of business plan preparation, with administrative support.
Acting as a representative of PPM, presenting a consolidated view with senior stakeholders.

Skills & Experience:
Relevant business experience is advantageous but not essential.
Strong analytical skills and numeracy, and proficiency in working with numeric data.
Good PC skills, particularly in MS Excel and MS Access.
Prior knowledge of SAP, Insightz and the Finance HUB would be advantageous but not essential.
Ability to shape and structure questions and present information clearly, verbally and in writing.
Ability to negotiate and manage ambiguity.
Proactivity and an enquiring and challenging approach.
Willingness to take personal accountability.
Confidence in engaging with colleagues at all levels.
Ability to articulate a point of view and build constructive challenges where appropriate.
Good organisational and time management skills with the ability to work accurately and to deadlines whilst actively managing customer expectations.

Hours & Benefits:
Full Time Permanent hours.
Competitive salary with onsite parking.

Job Purpose:
Investments Administrator required to join the Asset Servicing Team at an established Private Wealth Management company. The role holder will be responsible for inputting and maintaining accurate records for dividends, producing reports and assisting with other duties as required.

Key Responsibilities:
Processing multicurrency dividends and other income payments.
Applying withholding tax accurately across all income payments and produce consolidated tax reports.
Responding to a diverse range of ad-hoc queries.
Journal input and foreign exchange instructions.
Providing cover for other areas within the department where training has been received.

Skills & Experience:
A minimum of 5 GCSEs, or equivalent, with a pass at grade C, or higher, in Maths and English, and ideally be educated to A Level standard.
Must have excellent communication skills, both written and verbal.
Previous financial services is desirable, but not essential.

Hours & Benefits:
Competitive salary, full time business hours.

Job Purpose:
An Administrator is required to join the Settlements department of an International Wealth Management organisation based in central Douglas. Joining in a permanent capacity, the successful applicant will process the contract notes and physical settlement of all investment trades.

Key Responsibilities:
Daily processing, checking, and reconciliation of subscription & redemption trades, dividends, and rebates.
Assist/oversee the production and issue of quarterly valuations.
Daily cash processing od settlement deals on EQ/Banking systems and processing of custody transactions.
Production and timely execution of settlement documentation, including preparation of the sealing register.

Skills & Experience:
Minimum 2 year's previous experience within the finance or Life Assurance industry.
Previous experience working within Dealing or Investment Operations area.
Good knowledge of MS Office applications, including Word, Excel, and Outlook.
Excellent written and verbal communication skills, with ability to compose good standard ad hoc letters/fax.
Good numeracy skills.

Hours & Benefits:
Full time business hours (35 hour working week); competitive salary; full company benefits package.

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