Join this entrepreneurial, client focused fiduciary business and take responsibility for the administration of a varied portfolio of trust, companies and other wealth structures.
If you are looking to take the next step in your trust career and continually seek to drive improvement in all aspects of your role, this could be the ideal opportunity for you.
Responsibilities will include:
Interacting directly with clients and supporting the Trust Directors in identifying client needs and delivering a quality client service
Building and maintaining strong working relationships
Highlighting potential revenue opportunities and assisting with the collection of fees
Understanding and managing any risks and escalating where necessary
Accurately recording time spent on clients
Experience and skills required:
Previous trust administration experience
An awareness of current industry issues affecting fiduciary structures
Either hold or currently studying towards a relevant professional qualification such as ICSA or STEP
Strong organisational and time management skills
Excellent interpersonal and communication skills
We are an equal opportunity employer and value diversity at all times.