Trust Administrator - Isle of Man, United Kingdom - Shearwater Recruitment

Shearwater Recruitment

Verified Company

Isle of Man, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Short Description
Our client is seeking a Trust Administrator to join their team.

The Trust Administrator will play a crucial role in managing and administering trust accounts and ensuring that all trust-related activities are carried out efficiently and in compliance with legal and regulatory requirements.

Policy Overview:

As a Trust Administrator, you will play a pivotal role in the administration and management of trust accounts.

You will work closely with clients, beneficiaries, legal advisors, and investment professionals to ensure the efficient and compliant administration of trust assets, meeting the unique needs and goals of each trust relationship.

To co-ordinate and carry out the administration of a portfolio of private client trusts, private equity portfolios and companies.

Key Responsibilities:

Always strive for excellent client service and delivery
Administering the affairs of a portfolio of trust and companies for high net worth clients
Dealing with a varied range of client queries/projects
Liaison with intermediaries in various jurisdictions
Bookkeeping under the supervision of a Senior Administrator/Assistant Manager
Preparation and review of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
Reviewing minutes and documents for execution and liaising with the company secretarial department
Providing information required by the Tax department in a timely manner
To produce and provide highquality documents
Ensure that time sheets are completed on a daily basis
To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
To meet task deadlines.
Any other reasonable duties that may be assigned

Qualifications and Skills:

A minimum of 2 3 years' experience working in a Private Client Trust environment
Attention to detail to ensure work is of a consistently high standard
Well organised with accuracy and timely completion of work
Good administrative and numeracy skills
Ability to adapt to a variety of work on a number of clients
Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
Ability to manage own workload and prioritise accordingly
Flexible, with the ability to work to time pressures and react calmly to changing demands
To look for information and for (external) procedures related to applicable legislation
To understand structures in place
To understand transactions and operations carried out
Team player