Job Type: Permanent
Location: Isle of Man
Due to continued expansion across the group, we are recruiting for a Senior Administrator - FATCA/CRS in our Isle of Man office.
Job purpose and overall objective
This newly created role is to provide support to the group’s FATCA/CRS programme in all aspects of FATCA/CRS implementation. Emphasis will be on completing year-on-year reporting for all jurisdictions and providing assistance with a range of projects to prepare for future reporting strategies.
Main or key responsibilities
Developing group strategy to comply with legislation in the short, medium and long term
Reviewing, digesting and monitoring FATCA/CRS legislation for each jurisdiction
Producing internal procedures, checklists and guidelines for specific FATCA/CRS related tasks
Coordinating and monitoring the annual reporting timeline and related tasks to ensure work is completed for annual reporting deadlines
Classifying client entities
Identifying self-certification communications and indicia reviews of all account holders
Calculating account valuations for all reportable account holders
Assisting with responses to client queries
Controlling all FATCA/CRS data updates for reporting purposes
Submitting all group FATCA/CRS reports for each of the relevant jurisdictions
Essential experience and qualifications
Fiduciary administration experience
Excellent IT skills
Desirable experience and qualifications
A working knowledge of the basic mechanics of FATCA/CRS, ideally in a fiduciary environment, is advantageous but not essential as relevant training will be provided
Client accounting and/or bookkeeping in a fiduciary environment
Experience of Microsoft Dynamics/Touchstone NAV
Personal attributes
Strong organisational skills with a structured, methodical and pragmatic approach
Professional and positive
Effective communicator at all levels
Excellent customer service/people skills
Good time management
Diligent, with attention to detail
Team player and able to work on own initiative
Desire to learn
A ‘can do’ attitude and willingness to go the extra mile when required
Strong relationship building and interpersonal skills
Interested parties can contact Jon Morley in confidence on 611044 or jon@bespoke.co.im
© Bespoke Recruitment,