Trust & Company Administrator
Isle of Man
Permanent
Our client seeks Trust and Company Administrator to join their team.
Key Responsibilities:
- Take responsibility for a portfolio of client entities with support from the Manager and the wider Private Client Team;
- Support senior members of the team, with oversight from the Manager
- Send out and settle invoices as appropriate and in a timely matter, and keep on top of debtors as a priority;
- Ensure all statutory filings are made within required timescales for all entities noted on client list, and all statutory books are kept up to date;
- Complete any ad-hoc projects delegated within given timescales;
- Ensure all emails received are responded to within 24 hours (even if only a holding email), to adhere to agreed response times;
- Ensure all systems are up to date in respect of all entities assigned to client list
- Record all time on Iris in a timely manner, making sure all records are up to date by the end of each quarter;
- Keeping the Manager - Private Clients, company directors and trustees continuously updated on all relevant client matters;
- Undertake all necessary training to make sure the appropriate annual amount of CPD is adhered TO
- At all times act in accordance with the Financial Services Rule Book and other relevant regulations including, but not limited to AML/CFT/ABC and Data Protection;
- Adhere to the Staff Handbook at all times;
