About the role/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.
Key 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 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:
- At least two years relevant experience.
- Either holding or working towards a Table 5 qualification.
- Strong task and diary management skills with a focus on task completion and delivery.
- Good interpersonal skills with the confidence to approach people at all levels of seniority.