Manx Technology GroupSmart Island
← Back to jobs

Trust & Company Administrator

Full TimePermanentNot specifiedAdministration
Posted 15 March 2026Closes 8 April 2026

Job Description

Our client seeks Trust and Company Administrator to join their team. Key Responsibilities: Take responsibility for a portfolio of client entities with support from the Manager and the wider Private Client Team; Support senior members of the team, with oversight from the Manager; Send out and settle invoices as appropriate and in a timely matter, and keep on top of debtors as a priority; Ensure all statutory filings are made within required timescales for all entities noted on client list, and all statutory books are kept up to date; Complete any ad-hoc projects delegated within given timescales; Ensure all emails received are responded to within 24 hours (even if only a holding email), to adhere to agreed response times; Ensure all systems are up to date in respect of all entities assigned to client list; Record all time on Iris in a timely manner, making sure all records are up to date by the end of each quarter; Keeping the Manager - Private Clients, company directors and trustees continuously updated on all relevant client matters; Undertake all necessary training to make sure the appropriate annual amount of CPD is adhered to at all times act in accordance with the Financial Services Rule Book and other relevant regulations including, but not limited to AML/CFT/ABC and Data Protection ;Adhere to the Staff Handbook at all times; If you have the required skills please apply online at searchandselect.com quoting reference number: 14474

Automation Risk

Automation probabilityi65%
AI exposure (AIOE)i70%

This role involves a high proportion of routine, codifiable tasks such as statutory filings, invoicing, and record-keeping, which are increasingly automatable with modern software and RPA tools. However, elements requiring nuanced client communication, judgment, and regulatory interpretation remain less susceptible to full automation. GenAI tools can augment many administrative and communication tasks, resulting in high AI exposure.

Task analysis

  • Maintain statutory filings and ensure all statutory books are up to date for client entities.
  • Send out and settle invoices, monitor debtors, and record all time on Iris system.
  • Respond to all client emails within 24 hours and keep all systems updated with client communications.
  • Support senior team members and keep managers, directors, and trustees updated on relevant client matters.
  • Complete ad-hoc projects delegated by management within specified timescales.
  • Ensure compliance with Financial Services Rule Book, AML/CFT/ABC, and Data Protection regulations.
  • Undertake necessary training and maintain CPD records.
  • Record and update all entity information and activities in the relevant systems.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4122Book-keepers, payroll managers and wages clerks
O*NET: 43-3031.00 Bookkeeping, Accounting, and Auditing Clerks
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 faster statutory filings and invoicing
  • Use Copilot for drafting routine client email responses
  • Automate CPD tracking and reminders with workflow tools

📈 Disruption outlook

15%1 yr
45%5 yrs
70%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

🤖 AI AgentUiPath RPA

Automates statutory filings and invoice processing tasks

💻 TechnologyIris Practice Management Suite

Streamlines entity record-keeping and compliance tracking

🌍 OutsourcingSpecialist Admin Providers

Handle routine filings and CPD record maintenance externally

Recommendation

🔀 Hybrid approach

Automate routine tasks, retain staff for compliance and client liaison

Microsoft Copilot & M365

Power Automate

Automate filings, invoicing, and CPD reminders

Copilot for Outlook

Draft and streamline client email responses

Power BI

Monitor compliance and debtor status dashboards

Key Skills

Trust AdministrationAdvancedAdministration and ManagementIntermediateRegulatory ComplianceIntermediateAttention to DetailAdvancedReport WritingIntermediateClient Relationship ManagementIntermediateTime ManagementAdvancedMicrosoft OfficeIntermediateAnti-Money Laundering (AML)IntermediateDue DiligenceIntermediateConfidentialityAdvanced

Knowledge Areas

Trust and Company AdministrationRegulatory ComplianceFinancial Services IndustryAdministrative ProceduresData Analysis and ReportingConfidentiality and Data ProtectionClient Service and Relationship Management

O*NET Competency Skills

MathematicsActive ListeningCritical ThinkingReading ComprehensionSpeakingWritingMonitoringTime Management

Alternative Career Paths

Compliance Officer85% match

Move into a specialist compliance role focusing on regulatory adherence and risk management.

Client Relationship Manager80% match

Transition to managing client portfolios and deepening client engagement in financial services.

Paralegal (Corporate Services)75% match

Shift to supporting legal and corporate governance processes within law firms or in-house teams.

Financial Administrator70% match

Broaden into general financial administration roles within wider business sectors.

Also Consider

🔥 Hot Technologies

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

Intuit QuickBooksSAP ConcurSAP softwareMicrosoft AccessOracle DatabaseYardi software

Work Activities

General work activities from O*NET

  • Working with Computers
  • Getting Information
  • Documenting/Recording Information
  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Identifying Objects, Actions, and Events
  • Organizing, Planning, and Prioritizing Work
  • Processing Information
  • Performing Administrative Activities
  • Communicating with People Outside the Organization
  • Making Decisions and Solving Problems
  • Updating and Using Relevant Knowledge
  • Evaluating Information to Determine Compliance with Standards
  • Monitoring Processes, Materials, or Surroundings
  • Analyzing Data or Information

Anthropic Economic Index

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

CC-BY Research

Observed Claude Usage

31%

of conversations

Classic Auto. Risk

98%

Frey & Osborne

Job Zone

3/5

Medium prep

O*NET Median Salary

£32k

US ref. $40k · fx 0.79

Occupational family: Office and Administrative Support

Similar Jobs