Manager Corporate & Trust Services

Job Type: Executive

Location: Isle of Man

MANAGER CORPORATE & TRUST SERVICES

ROLE & RESPONSIBILITIES

Accountable to:
Managing Director / Board

Purpose of Role:

To assume responsibility for the management of the fiduciary department. 
To help support the delivery of agreed client service levels and work with the directors to support the company’s business goals.

KEY RESPONSIBILITIES

• 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 (office & client entities)
• Lead to small client portfolio
• Managing our client services team (including)
 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)

INDUSTRY / REGULATORY WORKING KNOWLEDGE
• 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 services

SPECIFIC SKILLS AND KNOWLEDGE
• 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

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