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 with 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
- Work effectively and efficiently, and 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
- Develop strong client relationships and ensure, within own portfolio, the correct work has been billed for, and work with the Manager responsible to raise fee notes on a timely basis
- Ensure knowledge of and compliance with policies and procedures as amended from time to time
Skills required:
- To hold or to be actively working towards a professional qualification recognised by the JFSC
- An excellent understanding of trust and company administration
- A good understanding of applicable laws and legal & regulatory concepts
- Ability to analyse a set of financial accounts and identify areas for further discussion/investigation
- Previous experience of working within trust and company business is essential
- Ability to present ideas in user-friendly, business-friendly and technical language