Company & Trust Administrator

Search and Select View all jobs

  • Isle of Man
  • Permanent
  • Full-time
  • 24 days ago
Our client seeks a Company & Trust Administrator to join their team Role Profile: Reporting to the Client Portfolio Manager, you will have a minimum of 2-3 years' experience in Company and Trust. Key ResponsibilitiesAdminister a portfolio of client entities to a high professional standard. Working with all members of your team and the other departments within the organisation to ensure that all clients' requests are dealt with in a timely and professional manner.Provide general support and assistance to the Client Portfolio Manager.Respond to existing client enquiries and provide quotes for specific work requested as and when required.Respond to new client enquiries in the absence of the New Business Assistant or when deemed appropriate to do so.Develop and maintain awareness of due diligence requirements and anti-money laundering provisions within the organisation and ensure proper compliance with the same.Submit applications to the Companies Registry or request agent to apply for name approval and reserve names, as appropriate, in all jurisdictions.Arrange the incorporation of companies in all jurisdictions and the establishment of trusts.Liaise with the Business Development Team with regard to the ongoing administration of companies and trusts sold to new clients.Receive, review and sign off the New Company Checklist following preparation of the transferdocuments.Prepare and/or obtain Powers of Attorney, Certificates of Good Standing, Certificates of Incumbency, certified and/or legalised documents, additional resolutions and any other documentation requested by clients.Attend to the preparation and filing of Annual Returns and the preparation of AGM minutes for relevant jurisdictions.Monitor and remind clients of deadlines for the filing of Annual Returns and the payment of taxes in all jurisdictions to ensure that penalties are not unnecessarily incurred.Act as a 'B' signatory on client company/trust bank accounts and to ensure same are operated in accordance with policy.Keep cash sheets on all controlled accounts where appropriate. Ensure that all bank account details are entered on ViewPoint.Review all contracts and agreements for signature and provide a summary of its... 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: 15905The JobCentre takes steps to monitor the accuracy and legality of all vacancies placed on our website, however the JobCentre cannot accept any responsibility or liability for the content of vacancies which employers place with us. If you have concerns about any positions advertised on this site please contact the employer, notifying us that you have done so.

Search and Select

Similar Jobs

  • Trust Administrator

    Ability Plus

    • Isle of Man
    • £35,000 per year
    Ability Plus are proud to be the recruitment partner of our client, a well-established CSP, who are looking to add a Trust Administrator to their team. The role would ideally suit …
    • 13 hours ago
  • Company and Trust Administrator

    Orchard Recruitment

    • Douglas, Isle of Man
    Job description Overview Our Douglas-based client who is focused on fiduciary services with a reputation for excellence is looking to grow their team and are now seeking a Comp…
    • 3 days ago
    • Apply easily
  • Trust & Company Administrator

    Search and Select

    • Isle of Man
    Our client seeks Trust and Company Administrator to join their team. Key Responsibilities: Take responsibility for a portfolio of client entities with support from the Manager and …
    • 6 days ago