Purpose of the role:
You will be solution-oriented and work highly collaboratively with the Client Directors and also with peers and Administrators to share expertise and capacity, thereby underpinning the profile and reputation amongst clients and intermediaries as a leading, independent provider.
Responsibilities:
- Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery
- Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
- Delivery of all client work and contact in line with vision and values and expected service standards, ensuring KPIs are up to date at all times
- Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
- Support highly effective fiduciary decision making incl though preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary
- Highly effective liaison with 3rd party service providers in execution of client needs and build of those relationships in support of future referrals
Skills required:
- STEP, ICSA, Accountancy or Legal
- Strong awareness of KYC, AML, CFT and GDPR requirements
- Good knowledge of and experience of working with NavOne
- Good knowledge of doc. management principles and core MS Office apps
- 7 - 10 yrs experience serving HNW international families
- Full understanding of local trust & co. legislation and regulatory requirements