Purpose of the role:
Perform a wide variety of assigned Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
Responsibilities:
- Assist with the preparation and completion of appropriate checklists
- Assist in addressing and clearing internal reviews
- Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all assigned tasks
- Provide timely and constructive feedback on client administration matters
- Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach
- Work proactively and collaboratively with all Team Members on all assigned client administration tasks
- Identify and develop technical knowledge and communication requirements to a level appropriate to role that supports the Group Values
Skills required:
- Desire to study or work towards either one of the following certificates: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
- Preferably a good understanding of the Finance Industry
- Ability to work under pressure and within tight deadlines to meet the Teams, Service Lines and Clients expectations
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Good attention to detail
- Ability to demonstrate effective verbal and written communication skills