Manager Corporate & Trust Services

  • Post Date: January 5, 2022
  • Isle of Man
Job Description

Role Responsibilities:
– Assume responsibility for the management of the clients Corporate & Trust Services Team
– Help support the delivery of agreed client service levels and work with the directors to support the company’s business goals.
– 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
– 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 regulatory requirements (TCSP, AML/CFT etc.) & ensuring adherence by team
– Introducing processes / procedures to assist in productive management of client portfolios
– Managing productivity of team (including)
– Billing process – input & guidance of team to ensure appropriate billing targets maintained, including efficient cash collection / settlement of sales invoices
– Monitoring time management of team (weekly/monthly/quarterly reporting)
– Attend training and to develop relevant knowledge, competencies and skills to support the development of the business
– Performing such additional duties from time to time as requested
– Assisting with various external reporting requirements, such as CRS/FATCA, AML, banking
– Assisting with submission IOM VAT & Tax returns
– Annual appraisals / monitoring
– Assisting with management & development of IT systems (company secretarial, office, document management, intranet etc. guidance and ensuring accuracy of records (Laserfiche/Jobstream/office templates)

Skills & Experience Required:
– 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 to relevant company services
– STEP or CGI (ICSA) qualified or near qualified
– Current/Previous Approved key staff status
– TCSP experience
– Accounting knowledge
– Excellent team skills with strong numerical, oral and written skills
– Personable and good communicator
– Commercially minded
– Flexible and supportive of change, progress and self-development
– Self-organisation and appropriate time management skills
– Proficient with IT systems

Phone 01624 615600