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Job Purpose:
A Trust & Corporate Service Provider based in central Douglas are seeking an Office Administrator to join their team on a permanent basis. The role holder will assist and support the key departments of the business in their administration functions

Key Responsibilities:
Answering telephone, opening daily post
Meet and greet visitors
Send client invoices, ensure client funds availability, arrange settlement of invoices
Annual return generation/Annual declaration submissions

Skills & Experience:
Previous experience within an office environment is essential
Organisational skills and attention to detail
IT savvy, proficient in the use of Microsoft Office
Previous use of Viewpoint would be an advantage
“Can-do” attitude

Hours & Benefits:
Full time business hours (35 hours p/w); Salary commensurate with relevant skills and experience; Full company benefits package

Job Purpose:
A Trust & Company Administrator is required for a growing CSP, to administer a portfolio of clients, liaising with banks, brokers and other relevant parties involved in the client relationship

Key Responsibilities:
Have a clear understanding of all clients, including their overall relationships within structures, and with regard to jurisdictional and regulatory requirements
Demonstrate a basic understanding of any regulatory changes
Compliance with all statutory requirements including filing of annual returns (AR) and ensure all client entities within own portfolio of clients are in good standing
Monitor client cash flow, and assist with invoicing tasks and chase debts to strict deadlines
Drafting and finalising board minutes, resolutions and agendas as required
Completion of annual compliance reviews including resolution of all outstanding action points
Assist with specific transactions including sale and purchase of assets, investments and other corporate changes

Skills & Experience:
Professional qualification (ICSA or STEP) is preferred, part-qualified will be considered
Experience managing own portfolio of clients
Knowledge of Viewpoint would be advantageous
Able to work on own initiative to achieve desired results

Hours & Benefits:
Full time working hours & additional benefits package

Job Purpose:
Compliance Administrator required to join the Compliance Department of a Chartered Accountants to oversee the firm's compliance with regulatory requirements.

Key Responsibilities:
Assist in the preparation of the set-up of new clients, ensuring acceptable client due diligence (CDD) has been provided
Prepare annual returns for the firm's in-house companies and other company secretarial submissions
Assist with project work assigned to the Compliance department and lead own projects as required
Review marketing materials prior to public release
Help co-ordinate board meetings, including agenda and initial board pack preparation

Skills & Experience:
Previous experience within an office environment with a basic understanding of compliance and its function
Ability to produce accurate work in a fast paced environment;
P Outlook, Viewpoint, Excel, Word and Powerpoint.

Hours & Benefits:
Salary is commensurate with experience
Full Time permanent hours - 9.00am to 5.15pm Monday to Friday.

Job Purpose:
Experienced Assistant Manager required on a permanent basis. The successful applicant will manage their own portfolio of clients, managing relationships and ensuring standards are met

Key Responsibilities:
Ensure all policies and procedures are implemented for clients and ensure standards are met
Understand all technical matters relating to clients and share knowledge with the team
Deliver excellent client service, operational effectiveness and efficiencies
Ensure compliance with KYC obligations by preparing, monitoring and maintaining robust client files, safeguarding the group from potential risks
Manage own portfolio of clients & assist with review of team time charging
Prepare quotes for potential and existing clients and billing
Build strong customer relationships with new and existing clients

Skills & Experience:
ICSA or STEP qualified/part qualified or be willing to work towards these qualifications
Relevant industry experience at assistant manager or manager level
Ideally holds a membership of relevant professional institute

Hours & Benefits:
Full time, core business hours - permanent role

Job Purpose:
Client Service Manager required to join an established International Fiduciary Services Group on a permanent basis

Key Responsibilities:
Managing an active portfolio of private client entities
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:
Proven experience within Trust & Company Administration, ideally at a Senior Administration level
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 with a tax awareness

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

Job Purpose:
A qualified Tax Adviser is required for a leading fiduciary and professional administration services company. Reporting to the Tax Director, the role primarily involves providing compliant, UK tax advice to in-house trustees and directors, as well as professional tax consultancy services to clients. In addition, the role requires day-to-day management of the trust unit and liaison with third party advisors and clients.

Key Responsibilities:
Accurate preparation of UK tax returns by the statutory filing dates, whilst acting as a tax technical adviser, to resolve system or procedural difficulties
Maintain up to date knowledge of tax legislation and current tax practices
Manage and supervise of the team, giving direction and guidance on daily issues, as well as co-ordination of workflow and tasks
Provide accurate, complete and sufficiently detailed technical work

Skills & Experience:
A qualified, Chartered Tax Adviser or an accounting or law qualification is essential
A strong working knowledge of UK tax, in particular the anti-avoidance legislation relating to Income tax and Capital Gains tax and how it affects offshore structures is essential
A strong understanding of inheritance tax and its application to offshore trusts is also essential
Able to assimilate and apply acquired technical tax knowledge
Self-motivated team-player with people management experience, a structured approach to work and the ability to communicate at all levels

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

Job Purpose:
Compliance Manager required to join an expanding Fiduciary company, to manage and supervise the work/team reporting into the Head of Compliance.

Key Responsibilities:
Manage, supervise and work with the team responsible for new business acceptance
On-going review and monitoring of compliance
Provide guidance to our staff on the application and implementation of relevant laws, regulations and internal procedures
Assist with monitoring of regulatory changes
Development of policy and procedures and with special reviews and investigations
Assist and deputise for the Head of Compliance

Skills & Experience:
Significant experience in an operational /compliance role, managing teams and dealing with CDD and business acceptance
Experience of the TCSP and funds sectors would be an advantage
Be able to demonstrate effective communication of regulatory and risk issues to staff at all levels
Hold or working towards a compliance, AML or other relevant professional qualification

Hours & Benefits:
Competitive salary and comprehensive benefits

Job Purpose:
Qualified and experienced Senior Fiduciary Services professional, with a track record in business development, is sought by a growing International Fiduciary and Fund Services Group. Working as part of the senior leadership team, the role primarily requires the development of new business from both new and existing client relationships and global intermediaries for both the IOM office and wider group. Proficiency in another language could also be advantageous.

Key Responsibilities:
Developing relationships with international new business introducers, including law and accountancy firms and other financial services and wealth management organisations
Working closely with intermediaries, client advisors and the trust and corporate administration teams to identify and fulfil client needs, using solutions offered within the Group, as appropriate
Ensuring compliance with all regulatory and legal obligations

Skills & Experience:
Professionally qualified (STEP, ICSA, ACA/ ACCA), with extensive understanding of offshore structures and wealth planning; recognised as a technical expert both internally and externally
A proven track record in business development within Trust, Fiduciary, Corporate and Fund Services
Excellent written and verbal communication skills, including oral and presentational skills
Strong leadership, analytical and organisational skills

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

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