Trust & Company Administrator
Trust and Company Administrators look after the day-to-day administration of trusts and companies on behalf of clients. This can involve maintaining records, arranging payments, preparing documents and helping ensure that legal and regulatory requirements are met.
They work with clients, trustees, directors, banks and professional advisers to keep everything organised and running smoothly. In the Isle of Man, these roles are commonly found within trust and corporate service providers, supporting local and international clients.
Day-to-day tasks
In this role you could:
- Help administer a portfolio of trusts and companies, with support from senior colleagues.
- Maintain accurate client records, company registers and trust documents.
- Prepare payment instructions and carry out routine bookkeeping.
- Help open and maintain bank and investment accounts.
- Prepare draft minutes, resolutions and other documents for trustees and company directors.
- Complete annual returns and other required company filings.
- Communicate with clients, beneficiaries, banks, accountants and legal advisers.
- Assist with checks when taking on new clients and keep customer identification records up to date.
- Support regular reviews of trusts and companies to check that records and administration meet requirements.
- Follow company procedures and relevant regulations, referring complex matters or concerns to senior colleagues.
Skills & knowledge
You'll need:
- Attention to detail and accuracy when preparing documents and maintaining records.
- Organisational skills to manage different tasks and meet deadlines.
- Clear written and verbal communication skills.
- Confidence working with numbers, payments and basic bookkeeping.
- The ability to build professional relationships with clients and advisers.
- Discretion when handling confidential personal and financial information.
- Confidence using office software and learning specialist administration systems.
- The ability to work independently and as part of a team.
- Sound judgement to recognise when to ask for guidance or raise a concern.
- A willingness to develop your understanding of trusts, companies and relevant laws and regulations.
Industry Qualifications
STEP and CGI qualifications are relevant routes into trust and company administration. CGI is the Chartered Governance Institute, formerly known as ICSA, so you may still see the older name in job adverts.
For information about qualifications, entry requirements and professional development, visit:
- STEP – Society of Trust and Estate Practitioners
- The Chartered Governance Institute UK & Ireland (CGI), formerly ICSA