Our client is seeking an Assistant Manager to join their Trust and Corporate department based in the Isle of Man. The successful candidate will play a crucial role in the day-to-day management of a Trust and Company administration team while maintaining key client relationships. This role requires the management and administration of a portfolio consisting of complex company and trust structures. The Assistant Manager will be expected to deliver exceptional service to clients and intermediaries, ensuring timely responses to client communications, and assisting with client onboarding. This position involves providing a B level signatory and acting as a director on client entities. The candidate will be involved in regulatory and risk management, including liaising with the Compliance Department and maintaining up-to-date Client Profiles and Risk Assessments. The role is full-time, and the successful applicant will contribute to the administration team's workload management and training, while also participating in periodic reviews and investment monitoring.
Job Duties:
- Administer a diverse portfolio of entities
- Foster and maintain excellent client and intermediary relationships
- Respond to client communications within 24 hours, where possible
- Prepare for and attend client meetings as required
- Assist with the onboarding of new clients and the transfer of business
- Ensure timely completion of terminations and transfer outs
- Provide a B level signatory and act as a director on client entities
- Monitor workloads within the administration team and assist with queries
- Maintain and update knowledge of external regulatory frameworks and internal procedures
- Update Client Profiles and Risk Assessments
- Complete outstanding action points in a timely fashion
- Liaise with the Compliance Department as necessary
- Obtain client due diligence for the existing portfolio
- Manage the Periodic Review and Action Point Process, reporting to Compliance and Management Committees
- Complete assigned Periodic Reviews and report to the Board on progress
- Oversee and monitor investment performance reviews
- Respond to accounting queries and review draft financial statements
- Assist with the process of raising, sending out, and collecting fees
- Guide, support, and develop the administration team
- Complete and input time in the time billing system daily
- Perform other duties as required in accordance with the role's requirements
Job Requirements:
- Minimum of 7 years’ trust administration experience
- Relevant Professional Qualification, e.g., STEP, ICSA, ACCA
- Strong IT skills with practical experience of Microsoft Outlook, Word, and Excel
- Comprehensive understanding of fiduciary services and regulatory requirements
- Ability to work under pressure and meet deadlines
- Excellent written and verbal communication skills
- High attention to detail with the ability to work accurately
- Flexible attitude towards work and willingness to assist team members
- Excellent time management, prioritisation, and organisational skills
- Drive, ambition, and a willingness to learn
- Commitment to delivering high standards in customer service
- Proactive approach and ability to work on own initiative
What You’ll Love:
This role offers the chance to play a key part in providing premium services to clients. You will work within a supportive environment that values professional growth, offering ample opportunities for development in trust administration. With a client-centred approach and dedication to excellence, our client fosters a culture of innovation and value, contributing significantly to the continued success of their operations.
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