Company and Trust Manager

Banking and Financial - Administration and Office

Gibraltar







RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for a Company and Trust Manager. This is a challenging role in a company going through an exciting growth phase and represents a great opportunity to progress your career.

What is the plan for the Company and Trust Manager role?

To manage and administer a portfolio of trusts and companies with varying requirements, focusing on effective service, quality, productivity and efficiency.

What will you do as a Company and Trust Manager?

 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


What do you know that makes you a great Company and Trust Manager?

 Experience in administering trusts and companies
 Qualified STEP, ICSA, DoFA or equivalent
 Suitably educated with a high standard of English and mathematics
 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 with private healthcare.

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