Our client is seeking a Trust and Company Administrator based in Isle of Man. The role involves administering a diverse portfolio of corporate and trust structures for clients, maintaining strong business relationships, and ensuring adherence to company's business model.
Responsibilities:
- Directly liaise with clients and their advisors through verbal and written communication
- Maintain diaries for payments, periodic reviews, and important company and trust dates
- Assist in client billing and debt collection
- Maintain Trust and Company records in line with internal compliance and statutory requirements
- Develop effective relationships with management to align company goals and objectives
- Prioritize daily correspondence and general administration
- Ensure structures are administered as per laws, constitutional documents, and group policies
- Process payments including invoices, distributions, dividends, taxes, and service charges
- Open/close Corporate and Trust bank accounts
- Manage the dissolution of companies and closing down of trusts
- Assist compliance department in obtaining documentation to ensure client compliance with regulations
- Record time effectively for billing purposes
- Draft documentation for various companies such as tenancy agreements, consultancy agreements, and loan agreements
- Conduct annual file reviews and bi-annual investment reviews for relevant structures
- Review financial statements with directors before sign-off
Requirements:
- Experience in Company and Trust Administration
- Confidentiality, flexibility, and strong time management skills
- Knowledge of statutory and anti-money laundering regulations
- Excellent communication and relationship management skills
- Ability to work within legal and regulatory frameworks