Our client is seeking a Senior Manager or Manager within their Trust and Corporate department, based in the Isle of Man. The job holder will be responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures.
Job Duties:
- Actively develop and maintain relationships with complex and/or ultra-high net worth clients, intermediaries, and internal contacts to provide a quality service and maximise returns to the business.
- Administer key fiduciary relationships independently.
- Pre-empt client issues or complaints and manage them effectively to resolve breakdowns in relationships promptly.
- Understand clients’ needs and extended wealth outside the specific entity under management.
- Ensure team and individual financial and non-financial targets are met to maintain a sustainable fiduciary business.
- Demonstrate understanding of personal fiduciary responsibility, acting in the best interest of clients and protecting the team and business.
- Check and authorise financial transactions.
- Monitor and manage the opening and closure of Trusts and Companies.
- Review accounts prepared by the accounts team and assist in resolving any arising issues.
- Maintain oversight of case reviews and ensure completion of outstanding points.
- Calculate and invoice fees with integrity, ensuring profitability levels are met.
- Manage charge out rates in staff time sheets and address any below-target rates.
- Ensure all fee profiles are correctly set up and clients are invoiced appropriately.
- Review recoverability reports and discuss below-target cases with officers and report to the Director.
- Manage non-financial targets, such as accounts, case reviews, and correspondence.
- Act as an ‘A’ Authorised Signatory.
- Serve as an Officer on Client Companies and Internal Entities.
- Maintain technical regulatory knowledge and awareness.
Job Requirements:
- Minimum of 10 years’ experience in Trust Administration.
- Relevant professional qualification (e.g. STEP, ICSA, ACCA).
- Strong IT skills, including proficiency in Microsoft Outlook, Word, and Excel.
- Detailed understanding of the fiduciary services business, including regulatory requirements.
- Ability to work effectively under pressure and meet deadlines.
- Excellent written and verbal communication skills.
- Attention to detail and accuracy in work.
- Flexible attitude towards work and willing to assist team members as necessary.
- Strong time management, prioritisation, and organisational skills.
- Demonstrates drive, ambition, and willingness to learn.
- Understands the importance of delivering high standards in customer service.
- Proactive approach to work and the ability to work independently.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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