Trust and Company Administrator

Searchandselect; Douglas; On-site; GBP 25,000 - 38,000; Full time

Job summary

Searchandselect seeks a Trust and Company Administrator to join a growing team on the Isle of Man. You will support a portfolio of clients, ensuring high standards of fiduciary and administrative services, including annual returns, banking reconciliations, and AML-aligned transfers.

The role requires attention to detail, accurate record-keeping, and clear communication with clients and senior staff. Prior experience in financial services is advantageous.

Qualifications

• A minimum of 2 A levels and 5 GCSEs at grade C or above.
• Experience in a similar role or within financial services is preferred.
• High level of accuracy and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Assist on a portfolio of clients to ensure high standard of services at all times.
• Carry out occasional ad hoc fiduciary services assignments as needed by senior staff and directors, including telephone and reception cover.
• Prepare annual returns, including sign off, filing and forwarding to administrators and clients.
• Assist on a portfolio of clients.
• Update client accounting records and reconcile bank statements.
• Arrange telegraphic transfer instructions in line with AML criteria.
• Maintain clients' statutory records and minutes; ensure tax filings are made on time.
• Update database with statutory changes to client records.

Skills

Attention to detail

Communication skills

Education

2 A levels

5 GCSEs

Job description

Our client seeks a Trust and Company Administrator to join their growing team.

Key Responsibilities:

• To assist on a portfolio of clients to ensure they receive a high standard of services at all times;
• To carry out occasional adhoc fiduciary services assignments at the reasonable request of senior staff and directors, including telephone and reception cover as and when needed;
• Responsible for the preparation of annual returns, including; sign off, filing of and forwarding to administrators and clients;
• Assist on a Portfolio of Clients;
• Where we maintain client accounting records to update clients' banking records on a regular basis and reconcile clients' bank statements to our banking records on a regular basis;
• Arrange telegraphic transfer instructions when advised to do so bearing in mind at all times the relevant AML criteria and procedures;
• Ensure clients' statutory records and minute books are properly maintained and that all appropriate filings including tax are made at the appropriate time;
• Update database timeously with any statutory changes to client records;

Key Skills and Experience:

• A minimum of 2 A levels & 5 GCSEs at grade C and above;
• Ideally you will have some experience of working within a similar role, or within the financial Services industry;
• Ability to work to a high level of accuracy and attention to detail;
• Excellent communication skills both written and verbal;

Quote job ref: 16879