Looking to take the next step in trust and corporate administration? This Assistant Trust Officer role combines client interaction, technical work and genuine development opportunities!
Duties for this role include, but are not limited to:
* Assisting with the routine administration of trust and corporate client entities.
* Accurately actioning client banking instructions in line with internal procedures.
* Recording chargeable time accurately and supporting the timely raising of client invoices.
* Acting as a primary or back-up relationship manager for a number of clients within the team.
* Preparing accurate written correspondence, including letters, emails and meeting minutes.
* Consulting with and escalating issues or exceptions to senior team members to mitigate risk.
* Ensuring review comments and compliance checks are completed in line with requirements.
* Maintaining up-to-date client due diligence records in accordance with Risk and Compliance guidelines.
* Supporting senior team members with day-to-day client servicing and administrative tasks.
Skills / Qualifications
The ideal candidate will have a minimum of 3 years' experience within trust and corporate administration and will be committed to building a career within fiduciary services. They will have a strong academic background and have commenced studying towards a relevant professional qualification. Good written and verbal communication skills are essential, alongside the ability to use Microsoft Word, Excel and Outlook at an intermediate level. The successful candidate will be detail-oriented, analytical and comfortable working in a deadline-driven environment, with a flexible, team-focused approach and a genuine willingness to learn and develop new skills.
For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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