Provides administrative support for client trusts, companies and other fiduciary structures while undertaking on-the-job training.
Our client seeks a Junior Company & Trust Administrator to join their team.
Role: To provide administrative support in the management of client trusts, companies and other fiduciary structures, while undertaking structured on-the-job training and developing knowledge, skills and practical experience in trust and company administration. Working under the guidance and supervision of senior team members, the role is designed as an entry-level position that provides a foundation for a career in fiduciary services.
Reporting directly to the Senior Manager, the Junior Trust and Company Administrator will assist with the administration of client entities, including trusts and companies, while gaining practical experience within a professional fiduciary environment. Working closely with senior team members, the role supports the maintenance of client records, preparation of documentation, completion of administrative processes and delivery of client service, ensuring activities are undertaken accurately and in accordance with regulatory requirements, internal procedures and service standards.
Key Responsibilities
Learning and assisting with all aspects of the day-to-day administration of trust and corporate structures including the following.
- Preparing draft minutes and resolutions.
- Preparing payment instructions including input to online banking, for review and approval.
- Assist with administrative tasks relating to periodic and risk reviews.
- Arrange timely settlement of client invoices, liaising with clients where necessary, to ensure management of debtors.
- Maintain accurate client records and filing systems.
- Assist with company incorporations and post-incorporation administration.
- Communications with clients, intermediaries and advisors, where appropriate.
- Processing internal and external administrative requests in accordance with internal procedures.
- Assist with administrative tasks relating Isle of Man and international tax matters.
- Undertake ad hoc administrative projects and tasks as required.
- Ensuring that appropriate advice is taken in respect of client structures and ensuring compliance at all times with policies and procedures and with relevant legislation and regulatory requirements.
- Managing risk within the Fiduciary function in line with risk framework and liaison with and reporting to Risk & Compliance Committee.
Key Skills and Experience
GCSEs (or...
For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16954
