Purpose of the role:
To administer a portfolio of private and corporate structures.
Responsibilities:
- Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirement, the diversity and complexity of which will be dependent on your experience and knowledge
- Ensure that clients are dealt with in a professional manner
- Identify and raise technical issues and potential problems with Line Manager
- Undertake a variety of banking, investment and financial transactions within your authority
- Meet productivity target and input timesheet daily
- Control debtors to the level determined by Line Manager and minimize credit notes issued
- Be able to demonstrate and awareness of risk management
Skills required:
- Take advantage of learning opportunities to meet needs of current job
- Category “C” employee
- Minimum of 18 months’ experience within the Trust/Corporate industry
- Studying towards a relevant “Table 4” professional qualification as defined by the JFSC
- Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook)