Purpose of the role:
To provide support to members of the team and administer a portfolio of clients whilst maintaining and developing relationships within your own portfolio and the wider team’s clients.
Responsibilities:
- Maintain and develop a working relationship with third parties and ensure that all business is conducted in accordance with the policies and procedures as well as the regulations, guidelines and expectations of the local regulator
- Identify new opportunities to develop both existing and new client relationships
- Deliver and, where possible, exceed on the quantitative and qualitative performance and budget expectations of the role
- Work collaboratively within the team to support the strategic and operational objectives of the team and the business
- Understand, embrace and practice their culture and values
Skills required:
- Over 3 years of experience within a Trust environment
- Studying toward a relevant qualification, e.g. STEP, ICSA
- Able to build strong and effective relationships with clients and intermediaries
- MS Office skills
- Able to manage and prioritise time and workload effectively and independently
- Strong oral and written English communication skills, secondary language would also be of benefit but is not essential
- Solid all-round administration skills
- Able to identify and flag material business risks