Our client is seeking a Senior Manager or Manager within their Trust and Corporate department, based in the Isle of Man. The job holder will be responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures.
Job Duties:
* Actively develop and maintain relationships with complex and/or ultra-high net worth clients, intermediaries, and internal contacts to provide a quality service and maximise returns to the business.
* Administer key fiduciary relationships independently.
* Pre-empt client issues or complaints and manage them effectively to resolve breakdowns in relationships promptly.
* Understand clients’ needs and extended wealth outside the specific entity under management.
* Ensure team and individual financial and non-financial targets are met to maintain a sustainable fiduciary business.
* Demonstrate understanding of personal fiduciary responsibility, acting in the best interest of clients and protecting the team and business.
* Check and authorise financial transactions.
* Monitor and manage the opening and closure of Trusts and Companies.
* Review accounts prepared by the accounts team and assist in resolving any arising issues.
* Maintain oversight of case reviews and ensure completion of outstanding points.
* Calculate and invoice fees with integrity, ensuring profitability levels are met.
* Manage charge out rates in staff time sheets and address any below-target rates.
* Ensure all fee profiles are correctly set up and clients are invoiced appropriately.
* Review recoverability reports and discuss below-target cases with officers and report to the Director.
* Manage non-financial targets, such as accounts, case reviews, and correspondence.
* Act as an ‘A’ Authorised Signatory.
* Serve as an Officer on Client Companies and Internal Entities.
* Maintain technical regulatory knowledge and awareness.
Job Requirements:
* Minimum of 10 years’ experience in Trust Administration.
* Strong IT skills, including proficiency in Microsoft Outlook, Word, and Excel.
* Detailed understanding of the fiduciary services business, including regulatory requirements.
* Ability to work effectively under pressure and meet deadlines.
* Excellent written and verbal communication skills.
* Attention to detail and accuracy in work.
* Flexible attitude towards work and willing to assist team members as necessary.
* Strong time management, prioritisation, and organisational skills.
* Demonstrates drive, ambition, and willingness to learn.
* Understands the importance of delivering high standards in customer service.
* Proactive approach to work and the ability to work independently.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists byclicking here
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