Purpose of the role:
Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
Responsibilities:
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
- Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
Tasks:
- Proactively contribute to the team objectives of achieving both individual and team debtor targets on a daily basis with high performance against key performance indicators achieving objectives
- Attend and record meetings with clients
- Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so