Oak - Senior Administrator, Trust & Corporate
Isle of Man
Vacancy listed 02/07/2026
Application deadline 17/07/2026
Details
OAK SUMMARY  
 
Oak Group is a leading provider of Private Client, Corporate Services and Fund Services. The Group is headquartered in Guernsey and has offices in the Isle of Man, Jersey and Mauritius  
 
Our clients range across high-net-worth individuals, families, family offices and corporate institutions. Oak employs over 230 people, the majority of whom are qualified as accountants, chartered governance professional and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth.  
 
Oak is privately owned with a fully-aligned strategy for growth and transformation. Oak is owned by Opera Limited, the majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100.  
 
Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back-office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey.   

JOB SUMMARY  
 
The purpose of the role is to deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. The job holder will liaise closely with the Trust & Corporate team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures.

KEY RESPONSIBILITES   
 
Client Service & Relationships  
  • All aspects of administering your portfolio of entities 
  • Maintaining and building excellent relationships with clients and intermediaries through quality service 
  • Responding to all client communications in a timely fashion  
  • Preparing for and attending client meetings as required  
  • Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required  
  • Preparation of minutes and transactional documents for presentation to the client company Boards & Trustees; 
  • Assisting with client onboarding for new and transferring in business 
  • Completion of terminations and transfer outs on a timely basis 
  • Arranging payments;  
  • Assisting the accounts and bookkeeping team with any unclarified items or queries  
  • Review of Financial Accounts for portfolio including those externally prepared. 
  • Review of Investment Portfolio performance in accordance with procedures 
  • Presentation of transactions to the Material Transaction Committee when required 
  • Managing billing for your clients review of WIP; approving invoicing; sending to client and collection of fees due. 
  • Effective management of debtors. 

Regulatory & Risk 
  • Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation 
  • Maintaining and updating Client Profiles and Risk Assessments 
  • Completing outstanding action points in a timely fashion 
  • Liaison with Compliance Department where required  
  • Obtaining client due diligence where necessary for existing and new business  

General Responsibilities  
  • To complete and input time in the time billing system on a daily basis 
  • Any other duties as may be required from time to time in accordance with the demands of the role  
  • In all aspects of your role, display and adhere to Oak’s vision and values 

KEY COMPETENCIES & SKILLS 
 
  • 3-5 years' experience in an administrative role ideally within Fiduciary Services  
  • Working towards or willingness to study relevant professional qualification (e.g. STEP, CGI (formerly ICSA), ACCA),  
  • Good understanding of fiduciary services business including the regulatory requirements 
  • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel  
  • Experience with Client servicing packages such as Viewpoint would be an advantage 
  • Good written and verbal communication skills  
  • Ability to work accurately with good attention to detail 
  • A flexible attitude towards work and a willingness to assist other members of the team as required 
  • Good time management, prioritisation and organisational skills 
  • Demonstrates drive, ambition & willingness to learn 
  • A proactive approach to work & the ability to work under own initiative 
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