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  • Highly Competitive
Job Purpose:
Experienced and qualified Fiduciary Services Director, sought to join the established team of a Trust and Corporate Service Provider. Applicants will have a track record working at a senior level within Trust and Corporate Services, and will oversee a team in the timely delivery of services to professional standards. The successful candidate will have a positive and enthusiastic approach, with strong industry knowledge and regulatory understanding. They will be confident in managing business development meetings and attending conferences, with a strong background in building positive working relationships with clients and intermediaries

Key Responsibilities:
Key Staff approved, used to working at Board level within Trust & Corporate Services and overseeing a team to meet objectives and professional standards
Managing business development meetings, client relationship management and development, and assisting with new business propositions
General management and oversight of the business, including regulatory matters such as FATCA and CRS, ensuring that reporting deadlines are met

Skills & Experience:
Extensive experience within Trust and Corporate Services, to have proven technical industry understanding of a broad range of structures
Qualified industry professional such as ICSA, STEP, ACCA/ ACA with at least 5 years experience at Board level
Experienced staff manager and great client relationship management skills; used to managing business development meetings and enquiries to appropriate professional standards
Excellent regulatory understanding to include knowledge of FATCA, CRS etc
Positive and enthusiastic approach, with strong communication skills

Hours & Benefits:
Full time, highly competitive salary and benefits package to include car parking and performance benefits

Job Purpose:
Senior Trust and Company Administrator, with upwards of 5 years experience is sought by a growing International Fiduciary Service Provider. Candidates will ideally be ICSA/ STEP qualified or alternatively be qualified through experience and will fulfil Key Person responsibilities. This role can be fulfilled on a full time (37.5 hours) or slightly reduced hours basis, upwards of 33 hours a week. Applicants will have Senior Administration experience in the management and administration of a diverse portfolio of client entities, with strong statutory and regulatory understanding to include FATCA and CRS and with a positive track record in client relationship management.

Key Responsibilities:
The proactive and professional administration of a diverse portfolio of client entities, to include awareness of evolving regulatory and other matters and their impact upon client structures
Keeping accurate and up to date records in accordance with appropriate statutory and regulatory requirements and internal policies and procedures
Key Person responsibilities within the team and signatory on client entity bank accounts, if requested
Strong client relationship management skills, experienced in liaising with clients and third parties
Experienced in managing chargeable time, invoicing and the timely payment of fees

Skills & Experience:
Experienced Senior Trust & Company Administrator, with around 5 years experience in a similar role
Either qualified by experience, studying towards or having completed a professional qualification such as STEP or ICSA
Key Person responsibilities and signatory on client entity bank accounts, if requested
Excellent communication and organisational skills, used to working autonomously as well as part of a team and developing strong client relationships
Maintains up to date knowledge of appropriate statutory and regulatory requirements

Hours & Benefits:
37.5 hours a week, although applicants seeking upwards of 33 hours a week, may also be considered. Highly competitive salary and benefits package, dependent upon experience and qualifications.

Job Purpose:
Experienced Trust and Company Administrator required to join a growing team within an International Trust and Corporate Service Provider. Ideally applicants will be studying or already be qualified ICSA/ STEP, but it is essential that individuals must have previous experience of the administration of a diverse portfolio of trusts and companies, to include understanding of statutory and regulatory requirements (e.g. FATCA/ CRS) and the maintenance and development of strong working relationships with clients.

Key Responsibilities:
Effective management of a diverse portfolio of client entities, including trusts, companies, foundations, partnerships and other entities
Keeping accurate and up to date records in accordance with appropriate statutory and regulatory requirements and internal policies and procedures
Professional liaison with clients and third parties
Experienced in working in a time-chargeable environment, including issuing invoices and ensuring the timely payment of these

Skills & Experience:
Experienced Trust & Company Administrator, with strong administration and organisational skills, able to work both independently as well as part of a team
Qualified by experience or the holder of STEP or ICSA; professional studies would be supported if this is an area of interest
Excellent client relationship management skills, used to working in a busy environment and undertaking diverse role responsibilities
Maintains up to date knowledge of appropriate statutory and regulatory requirements, e.g. FATCA/ CRS

Hours & Benefits:
37.5 hours a week, although applicants seeking upwards of 33 hours a week, may also be considered. Salary, dependent upon experience and plus benefits.

Job Purpose:
An experienced Corporate Administrator is sought by a leading law firm based in central Douglas. The role holder will manage a portfolio of client companies and provide quality corporate administration services in respect of registered office and company secretarial aspects in the formation of IOM companies.

Key Responsibilities:
Receive instructions from the responsible lawyer or Managing Director and take all necessary steps to register the entity
Ensure that the corporate records and status of each company is accurately recorded within Viewpoint
Drafts Minutes/Resolutions under guidance of the responsible lawyer
Ensures invoices are prepared and issued annually and on an ongoing basis

Skills & Experience:
In-depth knowledge of corporate administration; preferably part or fully ICSA qualified
Experience in registered office and company secretarial aspects of capital markets and fund services structures
Experience in MS Word, Outlook, DMS and corporate administration database software (preferably Viewpoint)
Excellent client relationship and interpersonal skills

Hours & Benefits:
Full time business hours; Salary commensurate with relevant skills and experience; Company benefits package

Senior Fiduciary Services Accountant

Job Purpose:
ACA/ ACCA qualified Accountant, with a number of years practical accounting experience and up to date knowledge of current reporting standards, is sought to join the growing team of a small Fiduciary Services Provider. The role will predominantly be focused upon the preparation of monthly, quarterly and annual financial information and ad hoc reporting, together with the with associated UK and IOM tax returns for clients, although it additionally requires client and intermediary liaison and corporate administration responsibilities

Key Responsibilities:
Preparation of financial reporting information for clients on a monthly, quarterly, annual and ad hoc basis, in accordance with current reporting standards, including the review of work carried out by other members of staff
Preparation of UK and IOM Tax returns
Client and intermediary liaison and corporate administration work

Skills & Experience:
ACA/ ACCA qualified, ideally having both trained within a Big 4 Practice and also having a number of years experience working within Fiduciary Services
Strong accounts preparation experience, used to working in accordance with current reporting standards
Good communication skills, used to positively managing proactive and professional liaison with clients and intermediaries and working as part of a small team
Experienced in managing a diverse workload and ensuring that deadlines are met

Hours & Benefits:
Full time hours, competitive, market rate salary depending upon experience and qualifications, plus benefits

Job Purpose:
Assistant VAT Consultant required to join an established, international professional services provider to assist in VAT solutions covering transactional and VAT planning advice.

Key Responsibilities:
Provide support to the servicing teams and clients regarding their day-to-day transactions, helping them to maximise clients' VAT position while meeting their compliance obligations in the everyday course of their business transactions.
Undertaking VAT planning to provide reassurance that the VAT treatment of certain projects or business deals are being effectively managed, legitimately minimising the VAT cost to clients' businesses in the Yachting, Aviation, Property, Gaming and Financial Services sectors.
Delivering a range of VAT training packages as required, tailored to specific requirements and the circumstances of clients and their businesses - as workshops or more detailed one-to-one training.
Carrying out VAT health checks and return reviews as required.
Attendance at VAT authorities' visits.
VAT penalty negotiation and mitigation.
General correspondence with VAT and customs authorities.
Representing the VAT Director at VAT and other meetings when required.
Working with the VAT Director to generate new business and develop new initiatives / strategies.
Ensuring compliance with company standards, policies and procedures, including confidentiality and data protection where appropriate.
Carrying out any other reasonable duties and responsibilities within the overall function, commensurate with the grading and level of responsibilities of the post.

Skills & Experience:
Ideally ATT qualified.
In-depth understanding of European VAT rules and legislation.
Trusted to undertake the careful analysis required to determine the relationships between relevant parties and the nature of goods or services supplied in order to ensure the VAT costs the client pays are accurate.
An inclusive, technically strong and knowledgeable person
Able to co-ordinate, collaborate with, use staff resources effectively.
Strong presentation skills

Hours & Benefits:
Permanent full time working hours- 9am -5.30pm.
Competitive salary and benefits package.

Job Purpose:
Qualified (ICSA, STEP or other) and highly experienced Senior Fiduciary Client Services Manager is required to act as a relationship lead for a portfolio of HNW clients holding international Trust & Company structures, within a leading International Financial Services Group. Applicants should have extensive experience of managing complex structures and a diverse range of asset classes, globally. They will combine a proactive and professional approach, with comprehensive technical knowledge of commercial transactions, with associated travel being required.

Key Responsibilities:
Effective relationship management of a portfolio of HNW clients holding complex international trust and company structures, covering multiple asset classes, globally
Provision of a consistent first class service for clients and advisors, in line with company procedures and regulatory requirements.
Client and intermediary meetings, involving travel and the cross selling of diverse company services; potentially also utilising an individual's existing professional network
Acting as a director for client companies and assisting with the development of new products, as required.
Likely to include the management of some client service teams, in future.

Skills & Experience:
Qualified (ICSA, STEP or other) and technically strong Senior Fiduciary Client Services manager, with excellent knowledge and experience of complex structures and managing diverse assets for International HNW clients.
Highly driven, commercial and proactive, used to managing and participating in client and intermediary meetings and effectively cross-selling diverse company services; varying amounts of travel is likely to be required.
Effective team manager; potentially will undertake management of some client management teams in future.

Hours & Benefits:
Full time, highly competitive salary and benefits in line with experience and qualifications.

Job Purpose:
An experienced Senior Trust & Company Administrator is sought to join a proactive Fiduciary team of an International Financial Services Group. Ideally the applicant will already be STEP or ICSA qualified, or be interested in completing their studies. The role requires the management of a broad portfolio of client entities, maintaining company records and requiring strong technical understanding.

Key Responsibilities:
All aspects of administration of multi-jurisdictional trust and companies, including maintaining accurate records.
Professional liaison with clients, professional advisors and other third parties.
Ensuring compliance with internal and regulatory procedures, to include risk and client reviews.

Skills & Experience:
A minimum of 5 years experience in the administration of trusts and international companies.
Ideally already professionally qualified (STEP/ICSA) or interested to complete studies, although relevant experience may also be considered.
Strong technical knowledge and experience to include AML and other regulatory matters
Organised, proactive and positive approach.
Experienced in developing strong professional working relationships with internal and external stakeholders.

Hours & Benefits:
37.5 hours a week, market rate salary in line with experience and qualifications and plus benefits.

Job Purpose:
Highly experienced Senior Trust & Company Administrator, with up to 10 years industry experience, is required for a new role with a property administration focus within an established International Fiduciary Services Group. The role will involve working with a key Group client on property transactions, undertaking the associated administration responsibilities and previous in-depth experience of this work is considered essential.

Key Responsibilities:
Managing an active portfolio of client entities, with a significant property focus.
Experienced in developing strong working relationships with key stakeholders both internally and externally.
Used to fulfilling administration and statutory responsibilities for an active portfolio.

Skills & Experience:
A number of years experience within Trust & Company Administration, ideally at a Senior Administration level to include significant experience of managing an active property portfolio.
Potentially applicants will be professionally qualified or be interested in completing their studies, but extensive industry experience will also be considered.
Excellent client relationship management skills and used to both working as part of a team and liaising with key internal stakeholders.
Strong administration background and regulatory understanding.

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

Job Purpose:
The experienced Senior Trust & Company Administrator will be part of a team based in the South of the island, delivering effective and efficient trust and corporate administration services to a diverse client base.

Key Responsibilities:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships including:
Undertaking all day to day administration, bookkeeping and minutes Liaison with clients and intermediaries, attending client meetings as required.
Conducting investment and annual reviews.
Reviewing Bookkeeping records and preparing accounts files to allow for preparation of year-end accounts.
Responsibility for client billing and debt collection.

Skills & Experience:
A minimum of 5 years experience within a Fiduciary Services. Administration Applicants are expected to be working towards or holding a relevant professional qualification such as ICSA or STEP. Strong communication and organisational skills, experienced in building and maintaining positive working relationships with clients and intermediaries.
Positive approach, should be used to working both independently as well as part of a team.

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

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