Job Description

Requirements

Professionally Qualified (STEP, ICSA etc.) with at least 1-3 years’ post qualification experience preferred or

5+ years experience in a TCSP environment

Bookkeeping/accounting experience is helpful but not essential

Requirement to liaise with clients and third party institutions

Good understanding of IOM regulatory environment

Good organisational skills

Effective communicator

An understanding of tax planning

Responsibilities

Directly reporting to Managers/Directors on a designated international portfolio of clients

Liaising with clients to manage developments and work with various parties to support the clients’ requirements

Responsible for the maintenance of Trust and Company records in accordance with internal compliance and statutory requirements

Facilitating client transactions including payments, invoices, dividends and taxes

Opening Corporate and Trust bank accounts

Ensuring that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures

Review of Client Investment Portfolios

Providing an excellent and efficient service to an established portfolio of international clients

Opportunities

The right candidate will be given the opportunity to grow and develop with room for promotion, role expansion and career development progress within our busy, expanding fiduciary practice.

Training

Internal and external training will be encouraged

Salary

A competitive salary will be offered to commensurate with qualifications and experience.