We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job DescriptionYou will play a key role within the Private Wealth team, delivering high-quality trust and company administration services to an international client base. Acting as a senior point of support, you will manage your own portfolio of clients, support junior team members, and work closely with senior management to ensure excellent client service, regulatory compliance, and operational efficiency.
What You’ll Do
- You will manage and administer a diverse portfolio of private wealth clients, delivering accurate and timely trust and company administration services in line with policies, procedures, and regulatory requirements
- You will provide a consistently high level of internal and external client service, ensuring client correspondence, queries, and deliverables are handled efficiently and professionally
- You will support senior management with the day-to-day administration of private client structures, exercising judgement, escalating risks appropriately, and deputizing where required
- You will demonstrate strong technical knowledge of trust and corporate structures, taxation principles, fiduciary duties, and relevant laws across jurisdictions, acting as a technical resource for the wider team
- You will actively contribute to a strong client servicing culture, acting as a role model for Group values and promoting collaboration, operational effectiveness, and continuous improvement
- You will identify process improvements, efficiencies, and potential growth opportunities while maintaining commercial and industry awareness
- You will ensure full compliance with company policies, regulatory obligations, and AML requirements, including identifying and reporting risk issues, suspicious activity, and compliance breaches in a timely manner
What we offer
- Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.
- You have several years experience in Trust and Private Wealth administration, ideally within the Isle of Man or a similar jurisdiction
- STEP Diploma or another relevant profesional qualification would be desirable
- You have strong technical expertise in trust and company administration, fiduciary responsibilities, and industry best practice
- You have excellent organisational, analytical, and numerical skills with the ability to prioritise, multitask, and work under pressure to meet deadlines
- You have strong verbal and written communication skills and are confident building relationships with clients, intermediaries, and internal stakeholders
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
