Trust and Company Administrator

Orchard Recruitment Ltd
GB - Douglas - Douglas
December 20, 2024
Accounting

Our Client is a leading, long-established Trust and Corporate Service Provider, with sustainability at its core, that stands out in a crowded marketplace to deliver sustainable excellence. Their IOM office is seeking an additional Administrator to join the Trust & Corporate team due to an internal promotion.

As Trust and Company Administrator you will be responsible for providing exceptional client administration for a portfolio of complex client trust and corporate structures. Key responsibilities include:
• General administration and support for a portfolio of entities including (but not be limited to); e-mail and telephone correspondence with clients and intermediaries; research and document recording; preparation of minutes and transactional documents for presentation at internal and external meetings; arranging payments; assisting the accounts and bookkeeping team with any unclarified items or queries
• Maintaining and building good relationships with clients and intermediaries through quality service
• Responding to all client communications within 24 hours where possible (including holding replies)
• Preparation for attendance at client meetings and preparation of post meeting file notes and board minutes when required
• Assisting with client onboarding for new and transferring in business
• Assisting with the completion of terminations and transfer outs
• Assisting with the process of raising, sending out and collection of fees due to the business on a timely basis
• Understanding of the debtors' process to ensure any potential problems are highlighted to line manager or Director
• Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
• Obtaining updated client due diligence where necessary for existing portfolio within a reasonable timeframe of becoming non-compliant
• Completing assigned allocation of Periodic Reviews as required
• Complete and input time in the time billing system on a daily basis

The ideal candidate for the role of Trust and Company Administrator will haveL
• Minimum 5 GCSE's (or equivalent) with English & Mathematics at Grade C / 4 or above
• Minimum of 1 years' experience in an administrative role ideally within Fiduciary Services
• Open to undertaking a relevant professional qualification e.g. STEP, ICSA, ACCA
• Basic understanding of fiduciary services business including the regulatory requirements
• Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Good written and verbal communication skills
• Ability to work accurately with good attention to detail
• A flexible attitude towards work and a willingness to assist other members of the team as required
• Good time management, prioritisation and organisational skills
• Demonstrate drive, ambition & willingness to learn
• A proactive approach to work & the ability to work under own initiative

Read the full job description and apply online on the recuiter's web-site

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