Senior Trust Officer
Apply for this jobOur client is seeking a Senior Trust Officer, to join the team. The successful candidate will administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service.
KEY RESPONSIBILITIES:
- Develop working relationships with clients, intermediaries and internal contacts to maximise client retention
- Manage a mixed portfolio of company and trust structures
- Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies
- Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business
- Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business
QUALIFICATIONS AND EXPERIENCE:
- Good understanding of the relevant laws of the local jurisdiction
SKILLS AND ATTRIBUTES:
- Understand the basic features of the different types of investment product
- Working knowledge of Microsoft packages
- Good numeracy skills and ability to understand routine documents
- Ability to deal with conflicting demands under pressure
- Ability to demonstrate effective communication skills
- Knowledge of business procedures, standards, policies and procedures
Permanent
693 days ago