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Assistant Trust Officer

Assistant Trust Officer

  • Location

    Malta

  • Sector:

    Insurance

  • Contract Type:

    Permanent

  • Salary:

    Attractive

  • Contact:

    Clara Garroni

  • Job Reference:

    4601

  • Published:

    13 days ago

  • Expiry:

    2019-02-03

  • Client Details:

    Castille

  • Consultant:

    Clara Garroni

  • Skills tags:

    Trust Administration

Our client has been providing specialist compensation planning and employee reward plans involving offshore trusts and companies for the past 15 years. Through the years they have expanded their business internationally with offices both inside and outside of the EU. They are now looking to recruit an Assistant Trust Officer to join their present team in Malta.  

Main duties include:

  • Assist Trust Officers / Senior Trust Officers with the management of their case loads
  • Assist Administrators with routine client enquiries both over the phone and via written communication
  • Assist administrator in monitoring of WIP and Key Performance Indicators
  • Active monitoring and timely completion of activities with the support of Trust Officer/Senior Trust Officer
  • Assist in the training of/work with less experienced colleagues according to the knowledge base and acquired skill set
  • Develop a knowledge of WIP and KPIs with the assistance of Trust Officer/Senior Trust Officer and develop a knowledge of the billing process and assisting administrator on fee quotes as required
  • Support administrators with general administration of their portfolio including photocopying, scanning and filing
  • Undertake Non-Investment Post reviews on a rotational basis for classification and return to the reception team for scanning and responsibility for regularly reviewing the outstanding documents report and ensuring accurate dating of documentation on a timely basis.
  • Assist administrators with routine bookkeeping ensuring that it is completed in a timely and accurate manner
  • Preparation of draft trustee minutes and documentation in order to assist with trustee approval process
  • Be proactive in recognizing and pursuing opportunities for improving procedures and controls
  • Ensure that bank reconciliations are undertaken within 30 days of month end as per the DPPM

The successful candidate:

  • Highly organised
  • Ambitious team players willing to work as part of a team of professional within a dynamic environment
  • Work on own initiate and with minimal supervision
  • Focused on a fiduciary services career path
  • Interested in a Trust qualification

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