Job Description

Senior Trust & Company Manager

Our client is searching for an experienced senior manager to join our client services team, to manage a portfolio of Company and Trust structures

This role would be perfect for a motivated professional with a proven track record in a

similar TCSP role.

Accountabilities

● Responsibility for all aspects of day to day management of a portfolio of clients

● Direct client and intermediary contact (written and verbal)

● Maintenance of client financial records

● Production of Minutes and governance documents

● Building and maintaining relationships with key clients, introducers and

intermediaries

● Carrying out administration tasks to assigned deadlines

● Carrying out statutory and governance work for a range of companies across various

jurisdictions, within filing deadlines

● Participation in marketing the business primarily off Island and involvement in the

take on process of any new business.

Skills required to undertake the role

● Ability to produce quality work to strict deadlines

● Ability to consider tax and legal implications of transactions

● Technical knowledge of complex fiduciary structures

● Technical knowledge of statutory filing requirements

● Demonstrable robust communication skills

Competencies

● Accurately complete detailed technical and statutory work

● Self motivated with a structured approach to work

● Identify and analyse problems by interpreting data available

● A team player with ability to communicate at all levels

Knowledge and expertise required to undertake the role – Essential

● Solid understanding of Director and Trustee duties and responsibilities

● Excellent working knowledge of Fiduciary Structures

● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations

● Book-keeping for Companies and Trusts

Experience and qualifications – Essential

● Hold a relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA

● Demonstrable industry experience in a similar TCSP role