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 beneficiaries clients, intermediaries and other stakeholders
Responsibilities:
- Ensure you deliver on client commitments to agreed deadlines and to a high standard
- 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
- Support your team in coaching more junior colleagues to build understanding and familiarity with the working capital cycle and prompt collection of debts
- Work within defined parameters to ensure that the team meet their risk targets
- Provide coaching and feedback to colleagues to aid their development and may be requested to coach more inexperienced colleagues
- Promote the business objectives, whilst driving morale by providing support and guidance (technical and otherwise) to their team
Skills required:
- 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
- Flexible and professional when working under time driven pressures
- Have excellent prioritisation and time management skills
- Self-motivated and focused on exceeding targets and goals