Purpose of Role Summary:
To assist with the administration of a portfolio of private clients, including trusts and companies, under the supervision of the Manager, working 20- 25 hours per week.
Key Responsibilities:
- Always strive for excellent client service and delivery
- Inputting payments, preparing checklists and back up documentation and ensuring these are authorised in the appropriate timeframe
- Dealing with a varied range of queries/projects assigned by the manager or from intermediaries
- Reviewing minutes and documents for execution and liaising with the company secretarial department
- To produce and provide high-quality documents such as account opening forms, due diligence packs and relevant checklists
- To meet task deadlines
- Assisting with onboarding new clients by populating forms and liaising with internal departments as necessary
- Communicating with intermediaries by email, telephone and face-to-face meetings
- Assistance with the preparation of monthly/quarterly reporting
- Assistance with FATCA / CRS Reporting
Key Competences / Skills / Experience / Behaviours Required
- A minimum of 3-5 years experience working in a private client trust and company environment
- Always striving for excellent client service and delivery
- A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
- Strong analytical skills are essential, with accurate and timely completion of work
- Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
- Exceptional administrative, analytical and organisational skills are essential, with accurate and timely completion of work
- Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels