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

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

 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