Purpose of the role:
Reporting directly to the Team Leaders, the role involves having responsibility for the administration of a portfolio of clients, while maintaining and developing relationships with new and existing clients and ensuring that all transactions are properly authorised and recorded with due regard to risk
Responsibilities:
- Assist in increasing the profitability of the company and shareholder value by identifying opportunities to extend their Trust services and to use Group offering to implement solutions for clients where appropriate
- Look for opportunities within the team to provide further value added solutions which the Group may be able to assist with, where appropriate, and implementation of solutions as needed
- Building and strengthening relationships with key clients and intermediaries and identifying new ideas in relation to products and services which may be offered by the company
- Act as a B signatory
Skills required:
- Experience within a Trust environment or relevant financial services business
- Professionally qualified, e.g. professional accounting/finance qualification, STEP, ICSA, TEP, ACCA
- Knowledge of relevant regulatory and legal frameworks
- MS Office skills