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Trust Adminstrator

eFinancialCareers
Job LocationAll Saints
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Description of the Business Line or DepartmentKleinwort Hambros is a leading provider of Trust and Company Administration Services to wealthy individuals. This is a well-established team which is responsible for providing a high-quality service to a large and diverse portfolio of clients.Summary of responsibilities

  • To act as an effective member of the fiduciary team, and to assist other members of the team to ensure that all business objectives are met, and all operational standards and controls are complied with, to maintain a sustainable fiduciary business.
  • To help maintain the highest level of trust and company administration to minimise business risk, and to adhere to a culture of compliance with policies, appropriate risk management, and use the principles of treating customers fairly (TCF) where appropriatei.e., when dealing with complaints/queries.
  • To assist in the development of working relationships with clients, intermediaries and internal contacts to maximise client retention.
  • To demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business.
  • Ensure that your own workload is processed efficiently and completed in accordance with established deadlines.
  • Maintain training and development to continually improve your ability and performance
Competencies Required:
  • No previous work experience required.
  • Ability to demonstrate basic communication and relationship building skills, in order to seek information, understand others, facilitate teamwork and build confidence.
  • Good numeracy skills
  • Attention to detail and accuracy
Desirable:
  • Ability to understand basic trust and company legal document and accounts.
  • Basic understanding of the relevant laws relating to Trust Company Business in the role location.
  • A basic understanding of the duties and responsibilities of a Fiduciary
  • Willingness to study towards any of the following:
  • Certificate of Offshore Administration
  • Level 4 Certificate in Offshore Finance and Administration
  • STEP Foundation Certificate in Offshore Trust Management.

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