The Senior Administrator will play a crucial role within the Family Office team located in the Isle of Man, providing comprehensive administrative support for multi-jurisdictional trusts and companies. This full-time position involves working closely with various stakeholders, including external clients and business contacts, while ensuring the delivery of exceptional client service. The overall purpose of the role encompasses the management of trust and company administration tasks and requires an individual with strong technical knowledge and the ability to contribute actively in a team. The Senior Administrator will also be involved in personal development planning, with training provided as necessary to foster professional growth. The successful candidate will report to the workgroup Manager and will need to maintain accurate records and timesheets while collaborating with the Family Office team, as well as the Accounting and Compliance departments.
Job Duties:
- Perform all aspects of trust and company trust administration.
- Manage and maintain workflow awareness relating to the assigned portfolio.
- Liaise with clients and intermediaries to handle a variety of transactions, including the preparation of relevant documentation such as minutes, resolutions, and agreements.
- Open and maintain bank accounts and manage payment instructions.
- Review bank and asset statements regularly.
- Arrange investment reviews for trusts and companies, interpreting outcomes and ensuring necessary actions are implemented.
- Maintain accurate company and trust records in compliance with due diligence and AML regulations.
- Provide support and guidance to team members.
- Identify and contribute to risk mitigation efforts and ensure compliance with legal and regulatory requirements.
- Participate in ad hoc projects as required.
Job Requirements:
- Educated to at least GCSE level or equivalent.
- Currently studying or willing to study for STEP or ICSA qualifications.
- 4 to 5 years of experience in the administration of trusts and international companies.
- Excellent technical knowledge of trust and company administration.
- Proficient in teamwork and collaboration across different jurisdictions.
- Strong communication skills, able to interact effectively with clients, staff, and management.
- Highly organised with a systematic approach and good attention to detail.
- Strong client relationship management skills, demonstrating a sense of ownership.
- Good understanding of regulatory requirements and associated compliance.
- Knowledge of UK and SA tax planning is advantageous.
- Ability to work efficiently under pressure and meet tight deadlines.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. The successful candidate will work in a collaborative environment with opportunities to develop 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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