Purpose of the role:
The Senior Officer will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders.
Key Accountabilities:
- The effective Senior Officer will take responsibility to ensure that they deliver high quality service to all clients, intermediaries and stakeholders, to ensure longevity of relationships and providing technical and other support to their team.
- The Senior Officer will achieve personal targets as set out for their role for time recording, utilisation and working capital management.
- Senior Officers will have an awareness of risk policies and an understanding of how these are applied to client and business situations.
Knowledge and Experience:
- The successful applicant will have experience of working with High Net Worth clients and on complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of their clients.
- The successful Senior Officer will put their clients at the centre of everything they do, building relationships and exceeding expectations, they will be flexible and professional when working under time driven pressures and will have excellent prioritisation and time management skills.
- The Senior Officer is expected to hold or be studying towards a relevant professional qualification (such as STEP or ICSA), and to be educated to A-Level standards, or equivalent.