Job Overview

Crosby, England
Job Type
Full Time
£40,000 - £45,000 Per Year
Date Posted
9 days ago

Additional Details

Job ID
Job Views

Job Description


Our Douglas-based client is an independent full service fiduciary services company who provide comprehensive and professional services to international and Isle of Man based clients. Their services include the establishment and ongoing administration of trusts, companies and other structures for both corporate clients and private individuals.

They are now seeking a Manager to assume responsibility for the management of the Corporate &Trust Services Team as well as to helpsupport the delivery of agreed client service levels and work withthe directors to support the company's business goals.

Role Profile

* Acting in capacity as a director to client entities

* Acting in capacity as a director to corporate trustee companies,

* nominee shareholders & corporate secretary

* Member of signing committee

* Lead to small client portfolio

* Managing our client services team

* Monitoring actions / activities generated by/for team

* Applying standards introduced by board & recommending &organising ongoing training (including adherence to policies / procedures)

* Monitoring and guidance to the application of regulatoryrequirements (TCSP, AML/CFT etc.) & ensuring adherence by team

* Introducing processes / procedures to assist in productivemanagement of client portfolios

* Managing productivity of team (including)

* Billing process - input & guidance of team to ensure appropriatebilling targets maintained, including efficient cash collection/ settlement of HTCL sales invoices

* Monitoring time management of team (weekly/monthly/quarterly

* reporting)

* Assisting with various external reporting requirements, such asCRS/FATCA, AML, banking

* Assisting with submission IOM VAT & Tax returns

* Annual appraisals / monitoring

* Assisting with management & development of IT systems (companysecretarial, office, document management, intranet etc. guidance and ensuring accuracy of records (Laserfiche/Jobstream/office templates)

Person Profile

* STEP or CGI (ICSA) qualified or near qualified

* Current/Previous Approved key staff status

* TCSP experience

* Accounting knowledge

* Flexible and supportive of change, progress and self development

* Use and application of IOM Trusts, Companies, Partnerships &Foundations

* Isle of Man Anti-Money Laundering & CFT Handbook

* Anti-Bribery & Corruption Legislation

* Regulatory codes, best practice and guidance notes relating torelevant to company's services


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