About the role:
To undertake the day-to-day administration of a portfolio of client company and trust structures.
Key Responsibilities:
- Day-to-day administration of a portfolio of client cases and assisting the senior members of the team with transactions.
- Have a broad understanding of the principles and practices of offshore trusts, companies, and related structures.
- Ensure mutual understanding of client and Praxis’ expectations and commitments at outset and throughout the relationship.
- Meet with existing intermediaries.
- Develop the existing client base by understanding client needs through effective listening and questioning.
- Assist in developing new business opportunities by developing good working relations with professional intermediaries.
Key skills and experience:
- Good knowledge of offshore fiduciary services.
- A proven track record in handling offshore fiduciary issues.
- A proven track record in client relationships,
- Good interpersonal skills for dealing with intermediaries and clients.
- Excellent time management and organisation.
- Sound judgement.