Manx Technology GroupSmart Island
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Assistant Manager - Trust & Company

Full TimePermanentNot specifiedAdministration
Posted 15 March 2026Closes 3 April 2026

Job Description

Our client seeks an Assistant Manager to join their Team. Role Profile: Responsible for assisting in the day to day management of a Trust and Company administration team and the maintenance of key client relationships including the management and administration of a portfolio of complex company and trust structures. Key Responsibilities All aspects of administering a portfolio of entities. Maintaining and building excellent relationships with clients and intermediaries through quality service. Responding to all client communications within 24 hours where possible. Preparing for and attending client meetings as required. Assisting with client onboarding for new and transferring in business. Completion of terminations and transfer outs on a timely basis. Providing a B level signatory. Acting as director on client entities. Assisting with the delegation and monitoring of workloads within the administration team and assisting with queries and relevant training. Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation. Maintaining and updating Client Profiles and Risk Assessments. Completing outstanding action points in a timely fashion. Liaison with Compliance Department where required. Obtaining client due diligence where necessary for existing portfolio Management of the Periodic Review and Action Point Process - Leading the project reporting through to the Compliance and Management Committees. Completing assigned Periodic Reviews as required. Completing and inputting time in the time billing system on a daily basis. Key Skills and Experience: Minimum 7 years trust administration experience. Holds a relevant Professional Qualification e.g. STEP, ICSA, ACCA. Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel. Detailed understanding of fiduciary services business including the regulatory requirements. Ability to work under pressure and meet deadlines. Excellent written & verbal communication skills. Ability to work accurately with good attention to detail. A flexible attitude towards work and a willingness to assist other members of the team as required. Excellent time management, prioritisation and organisational skills. Demonstrates drive, ambition and willingness to learn. Understands the importance of consistently delivering high standards in a customer service role. A proactive approach to work and the ability to work under own initiative. If you have the required skills please apply online at searchandselect.com quoting reference number: 16327

Automation Risk

Automation probabilityi38%
AI exposure (AIOE)i62%

This role combines a significant amount of client-facing, judgment-based, and relationship management tasks that resist full automation, with several routine and process-driven activities (e.g., data entry, compliance checks) that are increasingly automatable or AI-augmented. The overall risk is moderate, with GenAI and automation tools able to assist or substitute for many administrative and reporting functions, but not the core human elements of client management and leadership.

Task analysis

  • Administer a portfolio of complex trust and company structures, ensuring compliance and accurate record-keeping.
  • Maintain and build client and intermediary relationships through prompt, high-quality service and regular communication.
  • Assist with client onboarding, including due diligence and KYC processes for new and transferring business.
  • Prepare for and attend client meetings, including acting as director on client entities as required.
  • Delegate and monitor workloads within the administration team, providing training and resolving queries.
  • Maintain and update client profiles, risk assessments, and outstanding action points in internal systems.
  • Liaise with the Compliance Department and complete periodic reviews, reporting findings to committees.
  • Complete and input time in the time billing system on a daily basis.

Automatable AI-assisted Human-only

Occupational Classification

🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 2413Chartered and certified accountants
O*NET: 13-2011.02
AI analysis: 15 March 2026

UK Salary Benchmark

Office administrative, office support and other business support activities · ONS ASHE 2024 annual earnings

scale £50k
UK sector median
£34,855
UK sector mean
£49,618
£0£13k£25k£38k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage AI tools for compliance and risk assessments
  • Automate routine data entry and billing processes
  • Use AI scheduling for efficient client meeting preparation

📈 Disruption outlook

15%1 yr
38%5 yrs
62%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

💻 TechnologyPower Automate

Automate billing and compliance workflows

🤖 AI AgentCopilot Studio

Deploy AI for onboarding and KYC checks

🌍 OutsourcingSpecialist Compliance Firms

Outsource periodic reviews and reporting tasks

Recommendation

🔀 Hybrid approach

Routine tasks are automatable; client management needs skilled human oversight

Microsoft Copilot & M365

Power Automate

Streamline compliance and billing data workflows

Copilot for Word

Draft client communications and meeting notes

Copilot Studio

Automate onboarding and KYC documentation review

Key Skills

Trust AdministrationAdvancedClient Relationship ManagementAdvancedRegulatory ComplianceAdvancedDue DiligenceAdvancedTeamworkIntermediateStakeholder ManagementIntermediateAdministration and ManagementAdvancedProject ManagementIntermediateReport WritingIntermediateTraining and DevelopmentIntermediateRisk ManagementIntermediate

Knowledge Areas

Trust and Company AdministrationFiduciary Duties and GovernanceRegulatory ComplianceClient Service and Relationship ManagementFinancial Services IndustryReporting and DocumentationBusiness Administration

Alternative Career Paths

Trust Manager90% match

Oversees a larger team and portfolio, with increased responsibility for compliance and client relationships.

Compliance Officer75% match

Focuses on regulatory compliance, risk assessment, and internal controls within financial services.

Client Relationship Director70% match

Leads strategic client engagement and business development for fiduciary and corporate clients.

Private Wealth Advisor65% match

Advises high-net-worth clients on trust, estate, and wealth planning solutions.

Also Consider

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

35%

of conversations

Job Zone

4/5

Considerable prep

O*NET Median Salary

£56k

US ref. $71k · fx 0.79

Occupational family: Business and Financial Operations · Wage group: Accountants and Auditors

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