As Senior Private Client Administrator your aim will be to provide a first class administration service to a portfolio of complex private client trust and company structures involved in high value luxury assets and family wealth. You will be the first point of contact for other team members and will be expected to advise and assist them as necessary and take a pro-active role in identifying training needs and aiding team development. An important aspect will be to develop relationships with intermediaries and ensure clients receive high quality and value for money service from them. You will be expected to review and correct work prepared by team members and encourage high standards.
To support the Compliance Officer in ensuring that the company remains compliant with all relevant legislation and willing to take on additional responsibility as it arises in a challenging and dynamic business environment.
Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce donations to three local charities. Through various staff fundraising initiatives, the firm raised £750 which has been split evenly between Bowel Cancer Isle of Man, Manx MSPCA and Age Concern Isle of Man.
Tim Shallcross, Head of Business Development at Castletown based fiduciary and pension group Optimus Limited is to present a key message on the benefits of its new Turkish International Pension Plan as well as why the Isle of Man is a jurisdiction of choice in Istanbul later this week.