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Job Purpose:
Previous experience within Trust & Company Administration is required, for this Administration support role or Trust Administration position; the level of responsibilities will be dependent upon the depth of previous experience gained. The role is within an established and growing, Douglas - based Trust Services Provider.

Key Responsibilities:
Working as part of a dedicated Client Services team, further training and development will be supported but the role is expected to include:
Drafting of Trustee and Director resolutions and minutes.
Managing compliance related work e.g. Customer Due Diligence.
Undertaking Fiduciary Banking requirements.
Assisting with administration requirements for client assets including quoted securities and real estate.
Depending upon experience, or in future, the role will involve the management of a small client portfolio.

Skills & Experience:
Previous experience working within Trust and Corporate Services, either in an Administration support capacity or Trust & Company Administration role
Excellent written and communication skills.
Positive and enthusiastic approach, used to working as part of a team
An understanding of client structures, KYC/ CDD etc.
A good standard of academic results; potentially an applicant should be interested in studying towards an appropriate fiduciary professional qualification.

Hours & Benefits:
Full time, market rate salary, depending upon scope of experience and professional qualifications, plus benefits.

Job Purpose:
Trust & Company Administrator with around 2 years recent experience in the administration of trusts and international companies, is sought by an established team of a professional T/CSP Provider.

Key Responsibilities:
Undertaking the formation of trusts and incorporation of companies as well as managing ongoing administration requirements.
Associated liaison with clients, professional advisors and contacts.
Maintenance of records, ensuring due diligence.
Following policies and procedures and ensuring compliance with AML/ TF/ KYC/ KYT principals.

Skills & Experience:
Upwards of 2 years recent experience in the administration of Trusts and Companies
Strong organisational and communication skills.
Used to prioritising work and working with a proactive approach.
Experienced in working both independently, but also as part of, and with the support of, a team.
Ideally, already studying or be willing to study STEP or ICSA, (with support provided)

Hours & Benefits:
Full time, Salary - competitive market rate, depending upon experience and qualifications, plus benefits.

  • Dependent on Experience
Job Purpose:
Company & Trust Administrator with around 2 years + experience, is sought by a growing Douglas based Fiduciary Services Provider. The successful candidate will work as part of a team to provide the effective administration for a portfolio of clients, in compliance with current legislation.

Key Responsibilities:
Providing timely and efficient administration for a portfolio of clients, with support from the team as needed
Completion of statutory formalities, including annual returns and preparation of minutes
Experience in keeping accurate records and ensuring compliance records are held and updated

Skills & Experience:
A minimum of 2 years experience within Fiduciary Services Administration
Used to working as part of a small but growing team and undertaking diverse role responsibilities
Positive and enthusiastic approach, keen to learn & develop

Hours & Benefits:
Full time, Salary dependent upon level of experience and qualifications

  • Dependent on Experience
Job Purpose:
Trust Administrator, responsible for providing and maintaining full service to advisors, settlors, and beneficiaries of company trusts, sought by International Life Assurance company.

Key Responsibilities:
Dealing with clients, IFAs, and Sales Team members via telephone and email.
Processing and pre-vetting new business applications.
Process and check annual reviews, highlighting issues and handling any amendments to trust or client information.
Process assignments, beneficiary distributions, and requests for payments.

Skills & Experience:
Minimum 2 years experience within Financial Services.
Knowledge of AML/KYC regulatory framework.
Considerable experience within customer facing administration roles.
Minimum 5 GCSEs (inc. English & Maths) at grade C or above.

Hours & Benefits:
Salary commensurate with experience, full company benefits, full time business hours.

Job Purpose:
Trainee Client Administrator required to join a CSP based in the South of the Island to supervise Senior Administrators and undertake day to day administration of a balanced portfolio of Companies, Trusts and Partnerships as well as the maintenance of book-keeping records and minutes.

Key Responsibilities:
Liaise with clients and intermediaries by telephone, writing and face to face.
Conduct annual and interim file reviews to meet with regulatory requirements.
Compile working papers for the preparation of financial accounts.
Assist in client billing and undertaking fee reviews.
Conduct annual and investment reviews.
Work individually and as part of a team assisting colleagues during busy periods and with any project work.

Skills & Experience:
1-2 years' experience in an administration position within financial services.
Client focus, driven to deliver a quality service, spots opportunities for development of client delivery and service.
Ability to work within a regulatory and risk environment, follows procedures, innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies, aptitude for learning, can evidence learning in action.

Hours & Benefits:
Business hours.
Paid study for professional qualifications ICSA or STEP.

Job Purpose:
Assisting with the completion of Statutory filings for client entities, including annual returns, company incorporations and dissolutions, the ideal candidate will have gained around 1-2 years previous experience within a similar role or Company Administration.

Key Responsibilities:
Assisting with the completion of Statutory filings for client entities, including annual returns, company incorporations and dissolutions.

Skills and Experience:
Candidates will ideally have 1-2 years experience within a similar Statutory role or Company Administration.
Good organisational skills are required.

Hours & Benefits:
Full time hours, competitive salary and benefits package.

Job Purpose:
The Senior Administrator will deal with all aspects of statutory administration for multi-jurisdictional trust and companies.

Key Responsibilities:
All aspects of statutory administration, from company incorporation through to liquidation.
Preparation of minutes, resolutions and other statutory administration documentation.
Ensuring that filings are made by the required deadlines.
Maintaining company records, including due diligence.
Administration support to members of the Statutory and Administration teams, as needed.

Skills and Experience:
A number of years experience within Statutory or Company Administration.
Strong understanding of statutory forms and filing requirements for multi-jurisdictional companies.
Some experience of trust administration would be an advantage.
Good communication and organisational skills.

Hours & Benefits:
Full time working hours, competitive salary and benefits package.

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