Job Description
Responsibilities
- Perform a wide variety of assigned Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
- Support in the accurate and timely provision of Trust administration services.
- Work collaboratively with and assist the Private Client Team with the day-to-day administration of their client portfolios in accordance with the Group Company’s policies and procedures.
Tasks
- Assist with the preparation of minutes and resolutions.
- Assist with the preparation and completion of appropriate checklists
- Assist in addressing and clearing internal reviews
- Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all assigned tasks
- Provide timely and constructive feedback on client administration matters
- Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach
- Work proactively and collaboratively with all Team Members on all assigned client administration tasks
- Identify and develop technical knowledge and communication requirements to a level appropriate to role that supports the Group Values
- Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
- Invite feedback and continuously look to improve performance
- Pro-actively acquire knowledge of business activities, products and services
- Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
- Ensure client procedures are being adhered to at all times
- Assist and work collaboratively with the Team on day-to-day administration tasks in respect of their client portfolios in line with our Group Values with the objective of exceeding client expectations
- Assist with project work as the business requires
- Maintain proper and orderly client records
- Assist with an on-going programme of continuous improvement to client service
- Grow and develop an understanding of the industry
- Develop a technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
- Acquire a working knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
- Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
- Acquire a working knowledge of the Company’s policies and procedures in order that you can ensure that they are being followed and complied with and, in case of non-compliance, inform the relevant Manager or the Risk and Compliance Team in a timely manner
- Be aware of and report suspicious transactions/complaints and guide other team members where required