Turnstone has the following opportunity available:
Turnstone is a fast growing fiduciary service provider that specialises in multi family office services. Although we are a trust and corporate service provider, we do things differently. We build strong relationships with our client families and assist the families to transfer not only their wealth to future generations but also their identity, vision and mission.
Our philosophy is to help our clients structure and organize their personal affairs in such a way that it will stand the test of time. Most of our clients are entrepreneurs who depend on us for guidance over their lifetime but also that of their future generations.
The opportunity:
SENIOR RELATIONSHIP OFFICER
A new position has become available. The role is within our dynamic administration department. The main responsibilities will be to:
- Administer a multi-jurisdictional portfolio of companies and trusts;
- Build relationships with clients, respond to their queries and provide appropriate service & advice;
- Ensure all entities in your portfolio remain in good standing at all times;
- Respond pro-actively to requests for assistance with solutions that will benefit the client;
- Guide the client through decision that needs to be taken so that it aligns well with the vision of the family and/or their business.
Educational and Personal Profile
- STEP, ICSA or similar qualifications held, or currently studying towards
- At least 5 years’ experience in a similar position
- Excellent administration and organizational skills
- Dynamic, proactive and solution driven
- Leadership and communication skills
- Client service orientation
- Enthusiastic and hard worker; loyal and trustworthy
- Team player
Remuneration will be according to experience and qualifications.
Applications, including CV and covering letter, should be addressed , and either emailed or posted, to:
Claire Colquitt (contactus@turnstone-iom.com)
Turnstone (Isle of Man) Ltd, Dölberg House, 9 Athol Street, Douglas, IM1 1LD