Trainee Officer

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.
• 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.
• Assist Senior Management Team where required.

Tasks 

• Proactively contribute to the team objectives of achieving both individual and team debtor targets on a daily basis with high performance against key performance indicators achieving objectives.
• 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 in relation to Trust and Company administration.
• Good understanding of the relevant laws relating to ‘Trust Company Business’ in the role location.
• Ability to understand trust and company legal documents.
• Act as a role model and 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.
• Provide technical support to other members of the team.
• 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 behaviours with the objective of exceeding client expectations.
• Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible.
• 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.
• 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.
• 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.
• Awareness and legal responsibilities and need to report suspicious transactions/complaints and ability to guide others.