Purpose of the role:
You will maintain specialist and technical knowledge across solutions, awareness of the industry’s evolving legal and regulatory landscape and proactively identify and report risks and concerns in a timely manner to ensure that the company upholds the highest level possible of compliance and reputation.
Responsibilities:
- Take direct administrative responsibility for a diverse portfolio of structures
- Develop, maintain and optimise professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention
- Play a constructive role within the wider business, assist the line manager/director with day-to-day client management
- Maintain the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management
Skills required:
- Will ideally have or be working towards a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification
- A proven track record of trust and administration experience working with private and corporate clients
- Strong understanding of applicable trust and company regulations, establishment procedures and compliance issues
- Effective use and working knowledge of Microsoft suite, systems and relevant software packages