Trust And Company Administrator

Job Description

Duties include:
Day to day administration of a portfolio of companies and trusts with direct contact with clients and/or intermediaries Administration includes but is not limited to preparation of minutes, payment instructions and liaison with internal and external bankers, annual reviews, bank account reconciliations, time recording, scanning and filing of correspondence and documents into laser fiche, following internal policies and procedures
Incorporation of IOM Companies and liaising with agents in regard to the incorporation of companies in other jurisdictions, including all pre and post incorporation work
Ensuring that Annual Returns are completed correctly and filed for Companies on portfolio
Arrange timely settlement of client invoices, liaising with clients where necessary to ensure management of debtors
Reviewing of company and trust accounts and liaising with client accountants to the point of finalising for review by Directors and Trustees
Completion of IOM VAT Returns
Maintain excellent relationships and communication with clients and intermediaries
Take responsibility to ensure that trust and company activities are in line with AML/FSC guidelines
Developing knowledge in niche areas so as to be able to confidently deal with client enquiries
Identify opportunities to further promote services to clients and assisting with marketing activities and attending marketing events locally where appropriate
Assisting with projects that arise from time to time, such as UK and US FATCA and other tasks that might be assigned by the management team

Skills and experience required:
Part Qualified or be studying towards STEP, ACIB(Trustee) or similar
Minimum 5 years in a Trust and Company Administrator role
Knowledge of IOM AML/FSC guidelines and regulations in relation to Company and Trust