At a Glance
- Tasks: Administer client entities and supervise a team while ensuring compliance and quality responses.
- Company: Respected offshore fiduciary provider with a focus on client administration.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Collaborative environment with cross-functional teamwork and diverse responsibilities.
- Why this job: Shape client administration and governance in a dynamic, hands-on role.
- Qualifications: 4-5 years' experience in administration and team management.
The predicted salary is between 37800 - 46200 £ per year.
Overview
In this role, you will administer client entities to a high professional standard and exercise signatory powers as needed.
You will collaborate with your team and other departments to ensure timely, quality responses to client requests.
You will supervise junior administrators and support the Client Portfolio Manager, handling new and existing client inquiries.
You will maintain AML and due diligence compliance and manage company secretarial tasks, trusts, and related documentation.
This is a hands-on, cross-functional position in a respected offshore fiduciary provider with opportunities to shape client administration and governance.
Responsibilities
- Administer client entities to a high professional standard and exercise signatory powers on designated client entities
- Supervise the workload of the Company Administrator team and support the Client Portfolio Manager
- Respond to client inquiries and prepare quotes as needed
- Respond to new client inquiries when appropriate
- Maintain due diligence and AML compliance across the organization
- Submit applications to Companies Registry and arrange company incorporation and trust establishment
- Liaise with Business Development for ongoing administration of client entities sold to new clients
- Prepare and sign off on transfer documents and ensure matters are diarised
- Prepare powers of attorney, certificates, resolutions, and other client-requested documents
- Attend to annual returns, company secretarial filings, and AGM minutes as required
- Monitor and remind clients about annual returns and tax deadlines
- Handle alterations to company structure (officers, shares, names, capital)
- Prepare and file related documentation with clients, agents, and registries
- Correspond with trust protectors, manage distributions, and liaise with brokers for investments
- Review trust instruments to prevent breaches and assist with supplementary deeds and tax advice
- Reconcile trust bank accounts and manage termination of trusts
- Ensure bookkeeping and annual accounts for companies and trusts; maintain View Point records
- Open and manage bank accounts and act as B signatory where applicable
- Review contracts and provide summaries for signing directors or trustees
- Open, manage, and archive client files and perform annual archiving
- Arrange offshore jurisdiction searches; prepare invoices and ensure accurate time and disbursement entries on View Point
- Maintain familiarity with organizational systems and corporate products and fees
- Key requirements
- 4-5 years' administration experience in the local TCSP/CSP sector
- Qualifed or working toward a professional qualification
- Experience managing a team and cross-disciplinary collaboration (compliance, company secretarial, accounting)
- team leadership
- cross-functional collaboration
- attention to detail
- View Point administration and billing systems
- company secretarial and trust administration processes
- annual returns and regulatory filings
Senior Company and Trust Administrator in Douglas employer: Orchard Recruitment
As a Buyer at our internationally renowned engineering business, you will thrive in a dynamic and supportive work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, all within a vibrant aerospace manufacturing environment that is at the forefront of industry advancements.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Company and Trust Administrator in Douglas
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Orchard Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Orchard Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Orchard Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Company and Trust Administrator in Douglas
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Orchard Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Orchard Recruitment how you can be a team player!
How to prepare for a job interview at Orchard Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Orchard Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Orchard Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
