Purpose of role: To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a larger portfolio of clients, including more complex clients.
Responsibilities:
- Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.
- Maintain a day-to-day relationship with your clients including attendance at Client meetings and delivery of finalised transactions.
- Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.
Skills required:
- Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice Schedule 1:
- At least two years relevant experience.
- High level of accuracy and attention to detail.