Job Duties: Manage the comprehensive administration of complex trust and company structures. Act as part of a collaborative team, fostering relationships across Wealth and Investment divisions. Serve as an authorised signatory and lead client meetings, providing excellent service with minimal guidance. Monitor and address issues identified in monthly management information packs. Identify potential business opportunities and refer them to the Trust Executive. Build relationships within the Trust division and Integrated Client Services (ICS) to facilitate business growth.
Job Requirements: Diploma in Finance or Accounting. Experience in wealth and investment sectors, with a focus on trust and company administration. Knowledge of trust deeds, company memoranda, articles of association, and financial requirements. Competent understanding of fiduciary risks across various jurisdictions. Proficiency in interpreting financial statements and understanding industry regulations. Strong skills in data management, risk acceptance, and business administration.
What You'll Love: Our client offers a dynamic and collaborative work environment within an innovative and growth-oriented financial services group. This role provides the opportunity to develop relationships across jurisdictions, contribute to business growth, and engage with a diverse portfolio of clients and structures. You will play a key role in delivering value and enhancing client relationships.
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