Senior Trust Officer, Private Wealth

Job Description

Responsibilities (how we will measure success)

• Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
• Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
• Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
• Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
• Effectively manage time input and work in progress on own portfolio

Tasks (what does the role do on a day-to-day basis)

• Attend and record meetings with clients
• Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so
• A good understanding of the principles of taxation affecting Trust and Corporate Structures
• Knowledge of other related Jurisdictions laws in relation to ‘Trust Company Business’
• Good understanding of industry best practice and relevant laws in relation to Trust and Company administration
• Acquire knowledge of business activities, products and services
• Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
• Actively develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
• Maintain and develop commercial awareness and develop a good level of competitor and industry awareness with a view to identifying business opportunities
• Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
• Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
• Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner