Company Administrator

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Job Description


  • Respond positively and promptly to client demands and provide consistent, high quality service to clients.

  • Meet targets and objectives set by Managers and have an understanding of the consequences associated with missing deadlines.

  • Review all work before handover to the Manager.

  • Seek feedback from others regarding own performance and with manager assistance produce SMART objectives following one-to-one meetings.

  • Attend agreed relevant courses to improve technical knowledge and complete relevant trust qualification.

  • Respond positively to requests for help and support in the team and share existing knowledge and skills for the benefit of the team. 


  • Ensure proper completion of all documentation under the flexi-sheet and APS timekeeping systems.

  • Ensure that all office and departmental procedures are adhered to.

  • Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee resolutions for a defined portfolio of clients and assist senior staff in maintain other records as necessary.

  • Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and up dated as requested.

  • Be competent in day to day bookkeeping for companies and trusts to trial balance.  With training and experience become involved in dealing with basic accounts. 

  • Liaise with bankers over remittance of money, deposit accounts and investment transactions.

  • Open/close trust and company bank accounts.

  • Liaise with brokers over investment transactions and settlement instructions.

  • Have a working knowledge and with tuition and practice, become competent in the formation of limited companies and setting up of new trusts.

  • Complete billing forms as necessary.

  • Develop good communications skills, liaising regularly where appropriate with clients and associates by telephone and written correspondence.

  • Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.

  • Produce a simple set of accounts with assistance.

  • Demonstrate basic tax knowledge.

  • The ability to discuss technical matters with seniors.

  • Any other relevant duties as requested by your Manager.

Salary: £30,000 Per Year

Job Summary

Isle of Man
Ref ID: 2805
£30,000 Per Year