Purpose of the role:
To undertake the day-to-day administration of a portfolio of corporate structures.
Responsibilities:
- Assist with day-to-day administration of a portfolio of client cases to include bookkeeping entries
- Meet with existing intermediaries
- Actively champion their values by promoting a culture of professionalism, teamwork and leadership
- Have an understanding of their vision and the direction in which the Group is heading
- Develop the existing client base by understanding client needs through effective listening and questioning
- Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction
- Report complaints, operational risks, suspicions, etc in accordance with local procedures
- Work to achieve the Group’s financial benchmarks
- Regularly review work in progress, deficits, aged debtors and bad debt write-offs on client portfolio
- Attend seminars and workshops, read industry publications and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge
Skills required:
- Good knowledge of offshore fiduciary services
- A proven track record in handling offshore fiduciary issues
- A proven track record in client relationship management
- Good interpersonal skills for dealing with intermediaries and clients
- Excellent time management and organisation
- Sound judgement
- Good understanding of financial markets and finances in general
- Excellent communication and writing skills (will be required to attend Board meetings and prepare minutes)