Purpose of the role:
To provide quality support to members of the team to include administering a portfolio of clients.
Responsibilities:
- Maintaining and developing relationships with said clients and third parties
- Ensuring all business is conducted in accordance with the policies and procedures of Trust and the rules, guidelines and expectations of the local regulator
- Upholding a culture that encourages to question and welcome alternative ideas and solutions
- Promoting understanding and collaboration with all stakeholders
Skills required:
- Experience within a Trust environment or relevant financial services business
- Willingness to study for a relevant qualification e.g. CIFA, COA, STEP, ICSA
- Good technical knowledge of trust company administration processes
- Good understanding of the key risks associated with services provided