Junior Trust & Company Administrator

Searchandselect; Douglas; On-site; GBP 18,000 - 24,000; Full time

Job summary

Searchandselect is seeking a Junior Trust and Company Administrator to provide essential administrative support in managing client trusts, companies and other fiduciary structures. This entry-level role offers structured on-the-job training under supervision, laying a foundation for a career in fiduciary services.

You will support senior team members, maintain client records, and assist with documentation and administrative processes while ensuring regulatory compliance and service standards are

Qualifications

• Entry-level role with on-the-job training in fiduciary services.
• Willingness to undertake relevant professional development and fiduciary qualifications.
• Must maintain confidentiality and accuracy in client records.
• Experience in fiduciary, financial services or professional services is advantageous but not essential.

Responsibilities

• Learn and assist with day-to-day administration of trusts and corporate structures.
• Prepare draft minutes and resolutions.
• Prepare payment instructions including online banking for review and approval.
• Assist with administrative tasks relating to periodic and risk reviews.
• Arrange timely settlement of client invoices and liaise with clients.
• Maintain accurate client records and filing systems.
• Assist with company incorporations and post-incorporation administration.
• Communications with clients, intermediaries and advisors as appropriate.
• Process internal and external administrative requests in line with procedures.
• Assist with Isle of Man and international tax administrative tasks.
• Undertake ad hoc administrative projects and ensure compliance with policies and regulations.

Skills

General office administration

Microsoft Office

Confidentiality/accuracy

Willingness to learn

Team player

Communication skills

Education

GCSEs including English and Mathematics

A Levels or equivalent preferred

Tools

Microsoft Office

Job description

Our client seeks a Junior Company & Trust Administrator to join their team.

Role: To provide administrative support in the management of client trusts, companies and other fiduciary structures, while undertaking structured on-the-job training and developing knowledge, skills and practical experience in trust and company administration. Working under the guidance and supervision of senior team members, the role is designed as an entry-level position that provides a foundation for a career in fiduciary services. Reporting directly to the Senior Manager, the Junior Trust and Company Administrator will assist with the administration of client entities, including trusts and companies, while gaining practical experience within a professional fiduciary environment. Working closely with senior team members, the role supports the maintenance of client records, preparation of documentation, completion of administrative processes and delivery of client service, ensuring activities are undertaken accurately and in accordance with regulatory requirements, internal procedures and service standards.

Key Responsibilities:

• Learning and assisting with all aspects of the day-to-day administration of trust and corporate structures including the following.
• Preparing draft minutes and resolutions.
• Preparing payment instructions including input to online banking, for review and approval.
• Assist with administrative tasks relating to periodic and risk reviews.
• Arrange timely settlement of client invoices, liaising with clients where necessary, to ensure management of debtors.
• Maintain accurate client records and filing systems.
• Assist with company incorporations and post-incorporation administration.
• Communications with clients, intermediaries and advisors, where appropriate.
• Processing internal and external administrative requests in accordance with internal procedures.
• Assist with administrative tasks relating Isle of Man and international tax matters.
• Undertake ad hoc administrative projects and tasks as required.
• Ensuring that appropriate advice is taken in respect of client structures and ensuring compliance at all times with policies and procedures and with relevant legislation and regulatory requirements.
• Managing risk within the Fiduciary function in line with risk framework and liaison with and reporting to Risk & Compliance Committee.

Key Skills and Experience:

• GCSEs (or equivalent) including English and Mathematics. A Levels or equivalent qualifications preferred but not essential. Willingness to undertake relevant professional development and fiduciary qualifications.
• Good general office administration knowledge.
• Competent in Microsoft Office applications.
• Understanding of the importance of confidentiality and accuracy.
• Willingness to develop knowledge of trust and company administration and relevant regulatory requirements.
• Previous office administration experience desirable. Experience within the fiduciary, financial services or professional services sector would be advantageous but is not essential.
• Willingness to learn.
• Organised and methodical approach.
• Ability to follow procedures and instructions.
• Good written and verbal communication skills.
• Ability to prioritise workload and meet deadlines.
• Team player.

Quote job ref: 16954