We are 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