This role is focused on delivering exceptional client administration for a complex portfolio of client trust and company structures while providing oversight and support to the Trust & Corporate team as needed. The job holder will closely liaise with colleagues within the Trust & Corporate team, alongside clients and intermediaries. The position covers all dimensions of managing a portfolio of company and trust structures efficiently. Key responsibilities include maintaining and building strong relationships with clients, ensuring timely communication and support, and preparing necessary documentation for meetings. A successful candidate will also assist with client onboarding as well as manage billing and financial accounts reviews. This is a full-time role based in the Isle of Man.
Job Duties:
- Administer a diverse portfolio of entities, ensuring high-quality service delivery.
- Maintain and strengthen relationships with clients and intermediaries through effective communication.
- Prepare for and attend client meetings, including post-meeting file notes and board minutes when necessary.
- Support client onboarding for new businesses and manage terminations and transfers efficiently.
- Assist the accounts and bookkeeping team with resolving any queries.
- Review financial accounts and investment portfolio performance in accordance with company procedures.
- Present transactions to the Material Transaction Committee as required.
- Oversee client billing, work-in-progress reviews, invoicing, and collections.
- Maintain up-to-date knowledge of regulatory requirements and internal procedures.
- Complete outstanding action points in a timely manner.
Job Requirements:
- 3-5 years' experience in an administrative role within Fiduciary Services.
- Working towards or willing to study for a relevant professional qualification (e.g. STEP, CGI, ACCA).
- Good understanding of the fiduciary services business and its regulatory framework.
- Proficient IT skills, including practical experience with Microsoft Outlook, Word, and Excel.
- Experience with client servicing packages such as Viewpoint would be advantageous.
- Strong written and verbal communication skills.
- Ability to work accurately with great attention to detail.
- Flexible attitude towards work and a willingness to assist team members.
- Excellent time management, prioritisation, and organisational skills.
- Demonstrates drive, ambition, and a willingness to learn.
- Proactive approach to work with the ability to work independently.
What You'll Love:
This role offers the chance to contribute significantly to the seamless administration of client services. You will work in a supportive environment prioritising professional growth and development, creating a satisfying and rewarding workplace experience. The organisation values its employees and invests in cutting-edge technology and training, ensuring an excellent standard of service delivery and business growth.
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