Senior Trust Officer
Isle of Man
Permanent
Our client seeks a Senior Trust Officer to join their team
Role Profile: You'll provide support to the Team Leader in administering a portfolio of clients whilst adhering to Company Client Service standards. You will also assist the Team Leader in meeting monthly financial objectives and key performance indicators.
Key Responsibilities:
- Administer a portfolio of more complex / higher value accounts with a lesser degree of supervision
- Liaise directly with clients and professional advisers in relation to 'business as usual' administration matters including drafting and issuing routine correspondence and e-mails without prior approval by team leader / relationship lead
- Support with matters such as complex or unusual transaction requests, fee issues, service complaints etc
- Assist the team leader in achieving the team revenue targets via the accurate recording of timesheets, assisting with cash collection and managing debtors for allocated client list
- Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV
- Ensure compliance with company standards, policies and procedures
Key Skills and Qualifications:
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
- A number of years' experience in the CSP industry
Desirable
- Studying or holds a relevant qualification e.g.: STEP
- Have basic knowledge of tax compliance issues
Personal attributes which would be seen in the ideal applicant include;
- Able to work on own initiative
- Team player
- Excellent communication skills
- Attention to detail
- Good organisational skills
Your specialist: Angie Westmorland
Quote job ref: 13269
Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.