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Administrator, Family Office

Our client is seeking an experienced Administrator to join their Family Office team in the Isle of Man. This full-time role will involve managing all aspects of multi-jurisdictional trusts and companies, ensuring excellent client service. The position offers opportunities for personal development, with training provided as necessary, and will be part of a dynamic and collaborative team.

Job Duties:

  • Administer the formation of trusts and incorporation of companies.
  • Liaise with clients, professional advisors, and third parties.
  • Prepare documents related to transactions, including minutes and resolutions.
  • Open and maintain bank accounts, handle payment instructions, and review and file bank statements.
  • Maintain company and trust records, ensuring compliance with procedures and AML regulations.
  • Arrange investment reviews for trusts and companies, interpreting outcomes and ensuring implementation of actions.
  • Demonstrate technical knowledge in transactions, showcasing commercial acumen.
  • Perform all aspects of company and trust administration.
  • Identify and contribute to mitigating risks, ensuring compliance with legal and regulatory requirements.
  • Contribute to achieving the team’s Key Performance Indicators (KPIs).
  • Participate in ad hoc projects as required.
  • Maintain accurate timesheets daily.

Job Requirements:

  • Minimum of 2 years’ recent experience in the administration of trusts and international companies.
  • Educated to at least GCSE level or equivalent.
  • Currently studying or willing to study towards STEP or ICSA qualification.
  • Experience working in a similar role, supporting businesses with competing objectives.
  • Strong understanding of the Family Office and HNW/UHNW market.
  • Good knowledge of regulatory requirements associated with the role.

What You’ll Love:

This is an excellent opportunity to join a well-established team within a leading family office, offering exposure to complex multi-jurisdictional client structures. You will benefit from a supportive work environment with opportunities for professional development and career progression. The role allows for a variety of tasks, ensuring every day is dynamic and engaging, while making a tangible impact on client satisfaction and the business's success.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here