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Assistant Manager, Trust & Corporate

Our client is an innovative leader in private client, corporate, and fund administration services, seeking a dynamic Assistant Manager to bolster their Trust and Corporate team on the Isle of Man. This role is vital for ensuring the day-to-day management of trust and company administration, whilst nurturing key client relationships and overseeing complex structures. With a commitment to excellence and a client-centric approach, our client is at the forefront of their industry and offers a supportive environment aimed at professional growth. This full-time position provides a unique opportunity to work with a renowned organisation as they administer a diverse portfolio of entities. The successful candidate will assist in managing daily operations and contribute significantly to client service, regulatory compliance, and team development.

Job Duties:

  • Administer and manage a portfolio of client entities, ensuring exceptional service and relationship building.
  • Respond to client communications promptly, ideally within 24 hours.
  • Assist in client onboarding processes and manage terminations and transfers efficiently.
  • Act as a B level signatory and a director on client entities.
  • Delegate and monitor workloads within the administration team while offering support and training.
  • Maintain up-to-date knowledge of regulatory frameworks and internal procedures.
  • Liaise with the Compliance Department as required.
  • Oversee investment performance reviews and report any deficiencies to the Board.
  • Review financial statements in collaboration with client accountants.
  • Guide and develop staff in line with the company’s People Management Framework.
  • Maintain accurate records and comply with billing processes.

Job Requirements:

  • Minimum of 7 years’ experience in trust administration.
  • Relevant professional qualification (e.g., STEP, ICSA, ACCA).
  • Strong IT proficiency, particularly in Microsoft Outlook, Word, and Excel.
  • Comprehensive understanding of fiduciary services and regulatory requirements.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and ability to work under pressure.
  • Effective time management and organisational skills.
  • Proactive and driven attitude with a determination to uphold high service standards.

What You’ll Love: 
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Our client fosters a collaborative and forward-thinking culture that encourages personal and professional development. As part of a growing team, you will enjoy engaging challenges and the satisfaction of contributing to a firm recognised for its exceptional client service. If you are keen to take the next step in your career within a respected organisation, world-class support, and a focus on excellence, we invite you to apply today!

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