Manx Technology GroupSmart Island
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Assistant Manager - Trust & Company (Temp)

Full TimeTemporaryNot specifiedAdministration
Posted 15 March 2026Closes 3 April 2026

Job Description

Our client seeks an Assistant Manager to join their Team on a 12 month contract. 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. Reporting through to the Board on progress and recommendations. 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 & willingness to learn. Understands the importance of consistently delivering high standards in a customer service role. A proactive approach to work & the ability to work under own initiative. If you have the required skills please apply online at searchandselect.com quoting reference number: 16328

Automation Risk

Automation probabilityi38%
AI exposure (AIOE)i62%

This role features a blend of routine (onboarding, terminations, due diligence) and augmented tasks (reporting, compliance monitoring) that are increasingly supported by automation and AI tools. However, key responsibilities such as client relationship management, acting as a director, and team leadership require human judgment, trust, and interpersonal skills, which resist full automation. The overall automation risk is medium, with significant AI augmentation potential, especially for documentation and process management.

Task analysis

  • Administer a portfolio of complex trust and company structures, ensuring compliance with regulations and client needs.
  • Maintain and build relationships with clients and intermediaries through high-quality service and timely communication.
  • Prepare for and attend client meetings, responding to communications within 24 hours.
  • Assist with client onboarding, including due diligence and KYC processes for new and transferring clients.
  • Complete terminations and transfer-outs of entities in a timely manner.
  • Delegate and monitor workloads within the administration team, assisting with queries and providing training.
  • Maintain and update knowledge of regulatory frameworks and ensure correct implementation in daily work.
  • Manage the Periodic Review and Action Point Process, including reporting to Compliance and Management Committees.
  • Liaise with the Compliance Department and obtain client due diligence for the existing portfolio.
  • Act as a director or B level signatory on client entities.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 2413Chartered and certified accountants
O*NET: 13-1111.00 Management Analysts
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 for faster compliance checks and reporting
  • Use automation tools to streamline KYC and onboarding
  • Apply AI-driven document management for accuracy and audit trails

📈 Disruption outlook

12%1 yr
32%5 yrs
55%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 routine onboarding and termination workflows

🤖 AI AgentCopilot Studio

Deploy chatbots for client query triage

🌍 OutsourcingSpecialist KYC Service

Outsource due diligence for efficiency

Recommendation

Augment role

AI can streamline compliance and admin, but client management needs human skills

Microsoft Copilot & M365

Power Automate

Automate entity onboarding and terminations

Copilot for Word

Draft compliance reports and meeting minutes

Copilot Studio

Build AI assistants for client queries

Key Skills

Trust AdministrationAdvancedClient Relationship ManagementAdvancedRegulatory ComplianceAdvancedDue DiligenceIntermediateTeamworkIntermediateAdministration and ManagementAdvancedStakeholder ManagementIntermediateReport WritingIntermediateProject ManagementIntermediateTraining and DevelopmentIntermediateAttention to DetailAdvanced

Knowledge Areas

Trust and Company AdministrationRegulatory ComplianceFiduciary Duties and GovernanceFinancial Services IndustryClient Service and Relationship ManagementReporting and DocumentationBusiness AdministrationData Analysis and Reporting

O*NET Competency Skills

Active ListeningCritical ThinkingReading ComprehensionComplex Problem SolvingJudgment and Decision MakingSpeakingWritingCoordinationMonitoringSocial PerceptivenessSystems EvaluationSystems AnalysisPersuasionActive LearningInstructing

Alternative Career Paths

Trust Manager90% match

Oversee a larger team and portfolio, with greater responsibility for compliance and client relationships.

Compliance Manager80% match

Lead compliance operations, focusing on regulatory adherence and risk management in financial services.

Client Relationship Director75% match

Specialize in high-level client engagement and strategic relationship management for financial entities.

Fiduciary Services Consultant70% match

Advise organizations on trust, company, and fiduciary structures and regulatory best practices.

Operations Manager (Financial Services)65% match

Manage operational processes and teams within a financial services firm, focusing on efficiency and compliance.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Apache TomcatGoogle AngularMicrosoft ASP.NETSpring FrameworkMySQLTransact-SQLApache KafkaApache MavenGoMicrosoft PowerShellSAP softwareC#jQueryScalaSwift

Work Activities

General work activities from O*NET

  • Getting Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Making Decisions and Solving Problems
  • Providing Consultation and Advice to Others
  • Analyzing Data or Information
  • Developing Objectives and Strategies
  • Interpreting the Meaning of Information for Others
  • Communicating with People Outside the Organization
  • Organizing, Planning, and Prioritizing Work
  • Working with Computers
  • Updating and Using Relevant Knowledge
  • Processing Information
  • Thinking Creatively
  • Documenting/Recording Information

Anthropic Economic Index

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

CC-BY Research

Observed Claude Usage

24%

of conversations

Classic Auto. Risk

13%

Frey & Osborne

Job Zone

5/5

Extensive prep

O*NET Median Salary

£66k

US ref. $84k · fx 0.79

Occupational family: Business and Financial Operations

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