Purpose of the role:
As the Senior Officer, you 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.
Responsibilities:
- Working within defined parameters will ensure that the team meet their risk targets
- Support your Director in understanding and acting upon the commerciality and profitability of their client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities
- Take responsibility to ensure that you deliver high quality service to all clients, intermediaries and stakeholders, to ensure the longevity of relationships and provide technical and other support to your team
- Promote the company and business objectives, whilst driving morale by providing support and guidance (technical and otherwise) to your team
Skills required:
- Have experience working with clients and complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of their clients
- Expected to have a sound knowledge of current issues affecting fiduciary structures and the clients for whom we act having 5 years + experience
- 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
- Once qualified you will also be expected to maintain the relevant Continued Professional Development (CPD) hours in line with your relevant qualification