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Client Officer/Senior Client Officer (EES)

Purpose of the role:

To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet client expectations.

Responsibilities:

  • Assist with the mentoring, development and coaching of team members and providing feedback to the Manager
  • Where relevant, support the Manager with the delegation of work whilst retaining responsibility, giving clear instructions, timeframes and providing feedback
  • Encourage a ‘can do’ positive approach, giving constructive feedback and guidance and encouraging open communication within the team
  • Maintain accurate reports of time spent on time billing modules, on a daily basis
  • Ensure all time charged is reasonable and justified; guide and encourage other team members to do the same
  • Meet centrally defined, chargeable time requirements and any other specific targets

Skills required:

  • To hold or to be actively working towards a professional qualification recognised by the JFSC
  • A good understanding of trust and company administration
  • Previous experience of working within trust and company business
  • Ability to present ideas in user-friendly, business-friendly and technical language
 

Trust & Company Administration

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