Oak - Manager, Trust & Corporate
Isle of Man
Vacancy listed 02/07/2026
Application deadline 17/07/2026
Details
OAK SUMMARY  
 
Oak Group offers innovative private client; corporate and fund administration services tailored to our clients' needs. Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $24 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.  
 
Oak Group is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. Opera has welcomed Accuro (pending regulatory approval), Amber Trust Ltd (now Oak Bahamas), HFL and Oak Group into the fold, each one powered by Opera, each one contributing to our shared ambition.  
 
And more will follow. For more information, please visit: https://www.operalimited.com/

JOB SUMMARY  
 
The job holder is responsible for the day to day management of a Trust and Company administration team and the maintenance of key client relationships., including the management and administration of a portfolio of complex company and trust structures.

KEY RESPONSIBILITES   
 
  • To actively develop and maintain relationships with complex and/or ultra-high net worth clients, intermediaries and internal contacts in order to provide a quality service and provide best possible client offering and maximise returns to the business as a whole 
  • To administer their own key Fiduciary relationships 
  • To pre-empt client issues or complaints and manage effectively and to troubleshoot or resolve breakdowns in relationships at an early stage 
  • Where appropriate, gain an understanding of clients’ needs and extended wealth outside of the specific entity under management 
  • To ensure that team and individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business 
  • To demonstrate an understanding of your personal fiduciary responsibility and by example to the team members, through your personal and business conduct act in the best interest of your clients and to protect yourself, the team and the business 
  • To check and authorise financial transactions 
  • To monitor and manage the opening and closure of Trust and Companies 
  • Review accounts prepared by the accounts team and discuss and assist in the resolution of any issues arising thereon  
  • Monitor completion of case reviews and completion of points forward 
  • Maintain a high level of integrity when calculating and invoicing fees whilst ensuring profitability levels are met 
  • Monitor charge out rates in staff time sheets, discuss any below target charge out rates. 
  • Effective management of debtors  
  • Ensuring all fee profiles are correctly set up, and that all clients are invoiced at the appropriate time. 
  • Reviewing recoverability reports and discussing any below target recoverability cases with the officers and reporting to the Director 
  • Effective management of non-financial targets e.g. accounts, case reviews, correspondence with non-financial targets 
  • Act as an ‘A’ Authorised Signatory  
  • Act as an Officer on Client Companies and Internal Entities 
 
  • Maintain technical regulatory knowledge and awareness 
 
Line Management Responsibilities  
  • Guide, support, encourage and develop team in line with Oak’s People Management Framework. 

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 our vision and values of Client Focus, Excellence in Execution, Integrity, Innovation, Value, Development and Leadership

KEY COMPETENCIES & SKILLS 
 
  • Minimum 10 years Trust Administration experience  
  • Relevant professional qualification e.g. STEP, ICSA, ACCA  
  • Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel  
  • Detailed understanding of fiduciary services business including the regulatory requirements 
  • Ability to work under pressure & meet deadlines  
  • Excellent written & 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 
  • Excellent time management, prioritisation and organisational skills 
  • Demonstrates drive, ambition & willingness to learn 
  • Understands the importance of consistently delivering high standards in a customer service role 
  • A proactive approach to work & the ability to work under own initiative 
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