To assist with the efficient and profitable administration of a number of trusts and companies
allocated to the team. Specifically responsible for the comprehensive administration of vehicles under their charge.
? Administers and takes responsibility for serving a mix of clients with limited guidance from the Team Leader.
? Ensure adherence to the Administration Charter
? Prioritises and plans own workload seeking Team Leaders input for more complex cases.
? With Team Leader acting as lead, can successfully hold and document client meetings.
? Ensure all correspondence and other communication is attended to professional and promptly to ensure a consistently high standard of service.
? Assist in developing the business of the company by identifying new business opportunities for the company and its sister companies and referring all potentials to the Team Leader.
? Ability to identify potential issues and suggest solutions for remedy
? You will make known to the Team Leader and Managing Director all matters or potential matters involving litigation, claims, complaints and incidents.
? Act as an authorised signatory
? Any other duties which may be required and agreed from time to time.
? Build and maintain relationships across Wealth and Investment, regardless of geography.
? Deliver exceptional levels of service to internal clients – high performance service culture.
? Maintain an awareness of and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to the Bank.
? Ensure adherence to all group standards / policies.
? Act as part of the team and build effective
Qualifications and Experience
? Hold or studying towards a relevant professional qualification (for example ICSA, STEP Diploma)
? Minimum of 3 years experience
? Global mindset
? Client mindset
? Pays attention to detail
? High level of integrity