Purpose of the role:
To provide support to a client-facing team, assisting the Administrators, Managers and Director with a range of support and administration tasks to provide a quality service to the clients in the team.
Responsibilities:
- Providing a range of general admin support e.g., scanning, photocopying, organising meetings, updating spreadsheets
- Liaising with advisors, intermediaries, service providers and other third parties in relation to the conduct of client business
- Understand, apply and adhere to risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements
- Assess and manage risk situations to avert potential risk issues for both clients and the company and to ensure that the assets of both are protected
- Attend seminars and workshops, read industry publications and advisory briefs, and follow developments in wealth management to enhance professional and technical knowledge
- Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance
Skills required:
- You should be educated to GCSE level and have a minimum of 2 years’ experience working in fiduciary services
- Possession of, or studying towards, a recognised offshore trust and company certificate qualification would be an advantage
- Excellent administration and organisational skills
- Good knowledge of offshore fiduciary services
- Excellent communication and interpersonal skills for dealing with colleagues, intermediaries, and clients
- Excellent time management with the ability to prioritise work effectively
- Good understanding of financial markets and finances in general