Manager - Trust & Corporate

20 August by Search & Select

Reference ID: 204751
Duration: Unspecified
Salary: To be advised
End Date: 10 Oct 2024

Job Description

Our client seeks a Manager - Trust & Corporate to join their team. Role Profile: A diverse role which is pivotal to business success. A large part of the role is to establish and develop client relationships and build the reputation as a client focused business who meet and exceed client expectations. Responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the firm, in liaison with the relevant Trust Manager and Client Director. Key Responsibilities: Administering a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.Managing client relationships, attendance at meetings as appropriate including all preparation as necessary.Ensuring that the relevant Trust Manager/Client Director are kept informed of activities at all times.Ensuring minutes and resolutions for entities under management (companies, trusts, foundations etc) are prepared as required.Responsible to ensure all statutory records/returns are prepared and submitted.Responsible to ensure statutory database/registers are maintained and up to date.Preparation of correspondence in accordance with firm's procedures.Ensuring that all client requests / correspondence is dealt with in a prompt, professional and efficient manner.Completing client take-on documentation prior to commencing administration and liaise with relevant contact on hand-over of new clients.Ensuring that the Compliance department is kept up to date with changes to clients' circumstances. Supervising and assisting in the training of any Junior Administrator, Administrator or Trust Officer within the department, providing regular information feedback and identifying any additional training needs.Considering at all times the 'Money Laundering' and 'Customer Due Diligence'; issues and report any concerns as appropriate.Completing and inputting time in the time billing system on a daily basis.Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function.In all aspects of your role, display and adhere to vision and values of Client Focus, Excellence in Execution, Integrity, Innovation, Value, Development and Leadership. Key Skills & Experience: Hold or be working towards a relevant professional qualification e.g., ACCA, STEP, ICSA Have a minimum of 5 years post qualifying experience or at least 10 years industry experience.Excellent understanding of Trust and Company accounting Excellent experience of Jersey fiduciary regulations, structures and Jersey law.Excellent knowledge of Outlook, Word, Excel, etc.Good knowledge of databases such as Unity would be useful.Excellent understanding of Corporate and Trust Structures.Excellent understanding of AML legislation relative to own work.Good knowledge of double entry book-keeping. If you have the required skills please apply online at searchandselect.com quoting reference number: 14728

Job Posted by Search & Select

searchandselect.com [email protected]
Select House, 1 Upper Church Street, Douglas, Isle of Man, IM1 1EE

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