Trust and Company Administrator

5 September by Search & Select

Reference ID: 205204
Duration: Unspecified
Salary: To be advised
End Date: 29 Oct 2024

Job Description

Our client seeks a Trust and Company Administrator to join their team. Role Profile: A great opportunity for someone with office experience to move into a role within a TCSP company, administering a portfolio of various corporate and trust structures for clients Developing and maintaining an effective business relationship with colleagues and working within the parameters of the company's business model. Key Responsibilities: Direct liaison with clients and their advisors on a pro-active basis both verbally and in writing. Maintain diary systems for payments, periodic reviews and important company and trust dates. Assist in client billing and debt collection. Maintenance of Trust and Company records in accordance with internal compliance and other statutory requirements. Maintain an effective structural relationship with management to streamline company goals and objectives. Dealing with and prioritising daily correspondence and general administration. Ensure that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures. Presentation, processing and facilitating payment such as: invoices, distributions, dividends, taxes and services charges. Opening/closing Corporate and Trust bank accounts. Dealing with the dissolution of companies and closing down of trusts. Assist compliance department to obtain necessary documentation to ensure that clients comply with Statutory and Anti-Money Laundering regulations. Electronic filing of correspondence. Effective time recording for billing purposes. Drafting documentation for a variety of companies such as: tenancy agreements, consultancy agreements, loan agreements etc. Conduct annual file reviews on every structure within your portfolio. Conduct bi-annual investment reviews of relevant structures. Review financial statements with directors before sign-off. Regular progress reports to management in relation to work load. Key Skills and Experience: Previous office experience essential. TCSP experience desirable (but not essential). Flexibility. Confidentiality. Time Management. If you have the required skills please apply online at searchandselect.com quoting reference number: 15153

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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