Opportunity available
Our Reference
Victus ID 143
Category
Purpose: Deliver exceptional service to clients and their advisers by developing and maintaining strong relationships and proactively meeting client expectations.
Key Responsibilities:
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Serve as the primary contact for a diverse portfolio of Trusts, Companies, and other wealth structuring vehicles.
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Provide outstanding client service.
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Regularly communicate with clients and advisers to ensure expectations are met and provide timely, professional reports and information.
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Handle daily administrative tasks for trust corporate client entities.
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Promptly and professionally address client/internal requests, ensure proper documentation, and update client records.
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Coordinate with banks, investment managers, and other agents to manage and report on client assets, conducting regular reviews and reconciliations.
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Perform periodic reviews of client entities to ensure regulatory compliance and completion of administrative tasks.
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Accurately record tasks on timesheets for fee recovery.
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Meet efficiency targets and clear debtors as agreed.
Qualifications:
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STEP or ICSA qualified or part-qualified.
Skills & Experience:
Essential:
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3-5 years of technical trust experience managing a varied portfolio.
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Strong interpersonal and communication skills, confident with high-value clients and professionals.
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Ability to work under pressure, make decisions, and seek assistance when needed.
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Understanding of anti-money laundering legislation.