Are you an experienced fiduciary professional looking to elevate your career within a collaborative, forward-thinking environment?
At Bullfinch, we believe that exceptional client service is built on a foundation of valued, empowered employees. We are seeking a dedicated Senior Trust and Company Administrator to join our dynamic team in the Isle of Man. In this permanent, office-based role, you will manage a diverse portfolio of international clients, acting as a trusted advisor and ensuring the highest standards of corporate governance. This is an exciting opportunity to bring your expertise to a firm that actively invests in your professional growth and celebrates your success.
Key Responsibilities
As a Senior Trust and Company Administrator at Bullfinch, you will take ownership of a varied portfolio and play a key role in our daily operations. Your main duties will include:
- Portfolio Management: Managing the day-to-day administration of a complex portfolio of trusts and corporate structures in accordance with local regulations and internal policies.
- Client Relationship Management: Serving as the primary point of contact for clients, high-net-worth individuals, and professional intermediaries, fostering long-term relationships built on trust.
- Statutory Compliance: Overseeing statutory filings, maintaining accurate corporate records, minutes, and registers, and ensuring all transactions meet strict regulatory compliance standards.
- Transaction Execution: Reviewing, preparing, and executing complex transaction documentation, including acquisitions, distributions, and restructuring agreements.
- Team Support: Assisting with the mentoring and development of junior administrators, promoting a collaborative and high-performing team culture.
Required Skills & Experience
To thrive in this role and deliver the high standard of service Bullfinch is known for, you should possess:
- Industry Experience: A minimum of 4–5 years of progressive experience in trust and corporate administration, ideally within the Isle of Man fiduciary sector.
- Professional Qualification: A fully completed or significantly advanced professional qualification, such as STEP or ICSA/CGI.
- Regulatory Knowledge: A robust understanding of Isle of Man fiduciary legislation, AML/CFT regulations, and general compliance requirements.
- Communication Skills: Outstanding written and verbal communication skills, with the ability to articulate complex financial and legal concepts clearly to clients.
- Analytical Mindset: Strong attention to detail, excellent organisational skills, and the ability to manage competing deadlines under pressure.
Nice-to-Have
While not strictly required, the following attributes will set your application apart:
- Experience working with specialised trust administration software (such as Viewpoint or Microgen/NavOne).
- A background or proven interest in handling structures holding niche asset classes, such as real estate or superyachts.
What We Offer / Why Join Bullfinch
At Bullfinch, we understand that our people are our greatest asset. We offer a competitive salary commensurate with your experience, alongside a comprehensive benefits package that includes private medical insurance, a generous pension contribution, and full study support for your continuing professional development.
You will work from our modern, centrally located office in the Isle of Man, enjoying a vibrant workplace culture that promotes a healthy work-life balance and regular team social events. If you are ready to take the next step in your career with a supportive and ambitious firm, we would love to hear from you.