Purpose of the role:
In this busy team you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures.
Responsibilities:
Take direct administrative responsibility for efficiently and profitably managing a diverse portfolio of complex structures
Develop, maintain and optimise professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention
Play a constructive role within the wider business, assist the line Manager/Director with day-to-day client management and support junior team members with their portfolio development
Maintain the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management
Skills required:
Ideally have a hold a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification
Have aproven track record of complex trust and administration experience working with private and corporate clients
Strong understanding of applicable trust and company regulations, establishment procedures and compliance issues
Effective use and working knowledge of Microsoft suite, systems and relevant software packages