Purpose of the role:
The Officer will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients intermediaries and other stakeholders.
Key Accountabilities:
- The effective Officer will ensure that they deliver high quality service to all clients intermediaries and stakeholders, to ensure longevity of relationships.
- The Officer will achieve personal targets as set out for their role for time recording, utilisation and working capital management.
- The Officer will achieve personal targets as set out for their role for time recording, utilisation and working capital management.
Knowledge and Experience:
- The successful applicant will have proven experience within the fiduciary field and will demonstrate good client service delivering against the needs and demands of high net worth clients.
- The Officer is expected to have an awareness of current issues affecting fiduciary structures and the clients for whom we act have 3-5 years relevant experience.
- The Officer is 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.