Officer, Private Wealth

Job Description

Responsibilities:

• 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
• Assist the Senior Officers and 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
• Assist senior members of the Team where required

Tasks:

• Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
• Participate fully and proactively in the promotion of a constructive “client servicing” culture
• 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 Trust Administration Team Members on all client administration tasks
• Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
• Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
• Invite feedback and look to improve performance
• Acquire knowledge of business activities, products and services
• Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations
• Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
• Ensure client procedures are followed at all times
• Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios 
• Assist with project work as the business requires
• Maintain proper and orderly client records
• Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
• Grow commercial awareness and develop a good level of competitor and industry awareness
• 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
• Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
• Pro-actively comment on processes with respect to improvements and efficiencies
• 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
• Provide timely responses to compliance queries and highlight any risk issues that arise
• Be aware of and report suspicious transactions/complaints and guide other team members where required