Manx Technology GroupSmart Island
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Senior Trust Officer

Full TimePermanentNot specifiedFinance
Posted 16 March 2026Closes 27 March 2026

Job Description

As a Senior Officer, you’ll play a pivotal role in managing a portfolio of key clients, including complex structures and a variety of asset classes. Client & Portfolio Management: Administering trusts, companies, and private funds with a focus on high-value and complex entities. Governance & Compliance: Ensuring robust corporate governance, accurate record-keeping, and timely tax filings. Communication & Coordination: Acting as a key point of contact for clients and intermediaries, handling queries efficiently, and collaborating across departments. Transaction Oversight: Managing property and investment transactions, including liaising with solicitors, agents, and advisors, and preparing relevant documentation. Financial Administration: Reviewing accounts, overseeing credit facilities, monitoring investments, and managing banking and brokering activities. Operational Excellence: Prioritising workload, maintaining data accuracy, and ensuring all actions align with internal policies and procedures. Skills & Experience: 3 + years of trust & company experience. STEP / CGI Qualification or working towards it is a plus. Register your interest by emailing jobs@bespoke.co.im or registering through our website www.bespoke.co.im/contact

Automation Risk

Automation probabilityi48%
AI exposure (AIOE)i68%

This role involves a blend of routine (record-keeping, statutory filings) and augmented tasks (transaction management, compliance checks) where AI and workflow tools can assist, but significant human oversight is required. High-value client interaction, judgment, and relationship management remain resistant to automation, but the increasing digitization of trust administration exposes much of the workflow to AI augmentation.

Task analysis

  • Administer a portfolio of complex trusts, companies, and private funds, ensuring compliance with legal and regulatory requirements.
  • Act as primary point of contact for key clients and intermediaries, handling queries and maintaining strong relationships.
  • Oversee property and investment transactions, including liaising with solicitors, agents, and preparing documentation.
  • Review accounts, monitor investments, and manage banking and brokering activities for client structures.
  • Ensure robust corporate governance and accurate record-keeping, including preparing board minutes and statutory filings.
  • Coordinate with internal departments to ensure operational excellence and adherence to internal policies.
  • Prioritise workload and maintain data accuracy across client files and records.
  • Manage credit facilities and oversee due diligence on new and existing clients.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4122Trust and Company Administrators
O*NET: 13-2061.00 Financial Examiners
AI analysis: 16 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k
UK sector median
£58,597
UK sector mean
£86,468
£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage AI tools for compliance monitoring and document drafting
  • Automate routine filings and record-keeping with workflow software
  • Use analytics to monitor client portfolios and flag anomalies

📈 Disruption outlook

15%1 yr
35%5 yrs
60%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 AgentDiligen

Automates document review and compliance checks

💻 TechnologyPower Automate

Streamlines filings, approvals, and workflow tasks

🌍 OutsourcingSpecialist Compliance Providers

Handle routine regulatory filings externally

Recommendation

Augment role

AI can handle routine admin; client care and judgement require human expertise

Microsoft Copilot & M365

Power Automate

Automate statutory filings and record-keeping workflows

Copilot for Word

Draft board minutes and client correspondence faster

Power BI

Visualise client portfolio data and compliance status

Key Skills

Trust AdministrationExpertClient Relationship ManagementAdvancedCorporate GovernanceAdvancedRegulatory ComplianceAdvancedFinancial ReportingIntermediateStakeholder ManagementAdvancedAttention to DetailAdvancedTime ManagementAdvancedAdministration and ManagementAdvancedReport WritingIntermediateCritical ThinkingIntermediate

Knowledge Areas

Trust and Company AdministrationRegulatory ComplianceFinancial Services IndustryAccounting PrinciplesCorporate GovernanceReporting and DocumentationBusiness Administration

O*NET Competency Skills

Critical ThinkingReading ComprehensionActive ListeningSpeakingWritingComplex Problem SolvingJudgment and Decision MakingMonitoringActive LearningCoordinationMathematicsSocial PerceptivenessSystems AnalysisSystems EvaluationManagement of Personnel Resources

Alternative Career Paths

Trust Manager90% match

Lead a team of trust officers and oversee a larger portfolio of complex structures.

Compliance Officer75% match

Specialize in regulatory oversight and internal policy enforcement within financial services.

Private Client Advisor70% match

Advise high-net-worth individuals on wealth structuring and fiduciary solutions.

Fund Administrator65% match

Manage the administration of private funds and investment vehicles.

Also Consider

🔥 Hot Technologies

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

Microsoft AccessStructured query language SQLMicrosoft PowerPointMicrosoft Project

Work Activities

General work activities from O*NET

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Analyzing Data or Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Making Decisions and Solving Problems
  • Communicating with People Outside the Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Organizing, Planning, and Prioritizing Work
  • Working with Computers
  • Documenting/Recording Information
  • Identifying Objects, Actions, and Events
  • Updating and Using Relevant Knowledge
  • Processing Information
  • Developing and Building Teams
  • Interpreting the Meaning of Information for Others

Anthropic Economic Index

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

CC-BY Research

Observed Claude Usage

4%

of conversations

Classic Auto. Risk

17%

Frey & Osborne

Job Zone

4/5

Considerable prep

O*NET Median Salary

£63k

US ref. $80k · fx 0.79

Occupational family: Business and Financial Operations

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