Purpose of the role:
To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a small portfolio of less complex clients.
Responsibilities:
- Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.
- Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.
- Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.
Skills required:
- High standard of oral and written communication skills.
- High level of accuracy and attention to detail.
- An enquiring and analytical mindset.