Anna Lowey Email & Phone Number

Isle Of Man

Administration Director

Isle Of Man

Assisting the Administration Director with the management of a team of 11.Conducting day to day administration tasks including, but not limited to: - Preparing board packs - Administering a complex company portfolio as both an administrator and client relationship manager - Attending board meetings - Assisting with client payments (inputting/authorising where required) - Maintaining good relationships with our clients - Opening of bank accounts and developing good relations with those involved - Ensuring various companies/trusts are conducted in accordance with their M&As/Deeds - Drafting minutes/resolutions - Arranging filings where required + General administration of a large portfolioAdditional Tasks:I have been the administration lead on a recent global software project for groupAppointed Company Secretary of Sovereign Trust (Isle of Man) Limited ("Sovereign IOM")Authorised signatory on bank accounts and for Sovereign IOM

Isle Of Man

Managing a team of 4.Conducting appraisalsHolding monthly team meetings and individual one to one meetings Ensuring my team are adequately trainedMaintaining confidence Responding to client queries in relation to all mattersPreparing Powers of AttorneyChanges to Directors and ShareholdersDealing with changes to company structuresPreparing collating and dispatching corporate documentationManaging transfer instructions and paymentsPreparation of Resolutions and Minutes Attending to all statutory requirements of the companiesAttending to re-domiciliation of companiesUpdating systems on various databases Assisting with the opening of bank accounts.ViewpointTraining new staffProgramming office phones

Isle Of Man

Responding to client queries in relation to all mattersPreparing Powers of AttorneyChanges to Directors and ShareholdersDealing with changes to company structuresPreparing collating and dispatching corporate documentationManaging transfer instructions and paymentsPreparation of Resolutions and Minutes Attending to all statutory requirements of the companiesAttending to re-domiciliation of companiesUpdating systems on various databases Assisting with the opening of bank accounts.ViewpointTraining new staffProgramming office phones

Isle Of Man

General Pension and Trust administration duties: Contacting IFAs, Investment Houses and Ceding SchemesDistributing the relevant documentation to Ceding SchemesUpdating various systemsDay to day correspondence with Investment Houses in relation to fundsResponding to client queriesSending payment and transfer requests in relation to funds receivedNotifying IOM Tax and HMRC of PCLS payment.Managing PCLS and Drawdown payments and requestsSetting up new trustsPreparing documentation for new trusts Drafting minutes and resolutionsVarious day to day trust administration dutiesGeneral company administration duties in particular:Dealing with Company Incorporations and MakeoversResponding to client queries in relation to all mattersPreparing Powers of AttorneyChanges to Directors and ShareholdersDealing with changes to company structuresPreparing collating and dispatching corporate documentationManaging transfer instructions and paymentsPreparation of Resolutions and Minutes Attending to all statutory requirements of the companiesAttending to re-domiciliation of companiesUpdating systems on various databases Assisting with the opening of bank accounts.I am also responsible for training new staff on internal systems and general office policies

Isle Of Man

Completing compliance reviewsInspecting weekly google alerts and sanctionsUpdating systems and System Cleanse Emailing all Key people with their quarterly CPD hours and maintaining the training recordsWorld Check and Internet Checks on new businessDrafting various training procedures Training new staff – This involved training on ViewpointFirst Aid Duties – emailing staff requesting updated emergency info, assisting and treating any injuries incurred within workReviewing new business and contacting the relevant individuals with compliance commentsArranging times and sign in sheets for staff AML trainingI continue to assist the Trust and Pensions Officer and Admin team when required. Which has included assisting with Completions

Isle Of Man

Receptionist dutiesGeneral office assistance - Scanning, filing, shredding & remailingDelivering documents and processing the postAnswering telephonesArranging certificationsSetting up TrustsAssisting with the general administration on the trust files - this included drafting minutes and resolutions and contacting various clients.

Douglas, Isle Of Man, United Kingdom

A voluntary role to assist with a local charity

General secretarial/office junior tasks. Scanning, shredding and answering telephones. This was a part-time role during my GCSE and A-Level exams.

Level 5 Certificate In International Finance And Administration

Level 4 - Certificate In International Finance And Administration, Financial Planning And Services, Merit

Cert ICSA

Ica Certificate In Compliance Awareness, Compliance

int.cert (comp) Course was studied on island but provided through The University of Manchester

Education record

A Levels and GCSE's achieved