This job involves working as a member of the team to carry out the general administration and supervision of a defined portfolio of clients in an efficient, accurate and timely manner.
You will be working towards or will have completed a first level Trust related qualification and will have developed good communication with clients, Directors, team members, other colleagues and professionals and a good knowledge of Trust, ensuring that an efficient service is provided to clients.
You will ensure that you maintain confidentiality of information at all times.
Corporate & Professional Responsibilities
To promote and support the aims and image of the firm.
To develop and maintain effective working relationship with all colleagues.
To co-operate with colleagues to promote an open and supportive environment.
To carry out duties in a careful and professional manner, acting in a way that supports and upholds the reputation of the business.
Establish and develop working relationships based on confidence, trust and respect, exhibiting professional and personal integrity at all times.
Job Responsibilities/Accountabilities
Objectives
Respond positively and promptly to client demands and provide consistent, high quality service to clients.
Meet targets and objectives set by Managers and have an understanding of the consequences associated with missing deadlines.
Review all work before handover to the Manager.
Seek feedback from others regarding own performance and with manager assistance produce SMART objectives following one-to-one meetings.
Attend agreed relevant courses to improve technical knowledge and complete relevant trust qualification.
Respond positively to requests for help and support in the team and share existing knowledge and skills for the benefit of the team.
Administrative
Ensure proper completion of all documentation under the flexi-sheet and APS timekeeping systems.
Ensure that all office and departmental procedures are adhered to.
Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee resolutions for a defined portfolio of clients and assist senior staff in maintain other records as necessary.
Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and up dated as requested.
Be competent in day to day bookkeeping for companies and trusts to trial balance. With training and experience become involved in dealing with basic accounts.
Liaise with bankers over remittance of money, deposit accounts and investment transactions.
Open/close trust and company bank accounts.
Liaise with brokers over investment transactions and settlement instructions.
Have a working knowledge and with tuition and practice, become competent in the formation of limited companies and setting up of new trusts.
Complete billing forms as necessary.
Develop good communications skills, liaising regularly where appropriate with clients and associates by telephone and written correspondence.
Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
Produce a simple set of accounts with assistance.
Demonstrate basic tax knowledge.
The ability to discuss technical matters with seniors.
Any other relevant duties as requested by your Manager.
Key Attributes:
Knowledge
Minimum of 5 GSCEs, including Maths and English at C grade or above
Previous experience in a trust administration role
Excellent working knowledge of the company philosophy and culture and awareness of business objectives and strategies
ICSA Cert or STEP Certificate Qualification preferred.
Skills
Good communication skills and ability to develop effective relationships at all levels
Effective organisational and planning skills
Accuracy and attention to detail
Proficient in all relevant IT programmes
Attitudes
Dedicated and highly professional approach with total commitment to best practice with a pro-active approach
Ability to work independently, use initiative and to prioritise work
Ability to work in a timely manner, and to meet deadlines when under pressure
Supporting approach regarding management decisions
Regulatory Requirements
Demonstrate full compliance with all legal requirements and all relevant the company
Demonstrate full adherence to all GFSC regulatory and Data Protection requirements
Possible next career steps include (if applicable)
Trust Officer