Job Requirements
Title Company & Trust Manager
Role RecruitGibraltar are currently helping our client one of the best known and highly regarded companies within the financial services industry to find a Company & Trust Manager to manage and administer a portfolio of trusts and companies with varying requirements, focusing on effective service, quality, productivity and efficiency.

KEY RESPONSIBILITIES

 Liaison with clients and advisers in respect of service issues
 Preparation of correspondence and documentation, including minutes and ancillary documentation
 Preparation of incoming monies forms, payment instructions, and monitoring execution of instructions
 Preparation and execution of accurate statutory records, ensuring full audit trail maintained
 Monitoring client assets and liabilities
 Review of statutory accounts
 Oversight of client activities to ensure legal and regulatory compliance
 Execution of client transactions
 Production and submission of regulatory returns
 Maintain client data within a primary management information system
 Undertake and manage full time recording and client billing process of self and others
 Debt collection

Knowledge and Skills

 Experience in administering trusts and companies
 Suitably educated with a high standard of English and mathematics
 Qualified STEP, ICSA, DoFA or equivalent
 Ability to identify risks associated with client transactions
 Familiar with company and trust software
 Experience in an office environment
 Attention to detail
 Ability to prioritise, set deadlines, and work accurately to tight deadlines

Salary 30k - 40k based on experience plus benefits package
Job Industry Administration and Office - Banking and Financial
Location Gibraltar
Job Status Active
 
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