This role entails working closely with Client Directors and their team within the Client Services function of a Trust Company. The position is focused on ensuring all client service functions are delivered efficiently and on a timely basis. The role involves assisting in the administration of a portfolio of trusts, companies, and foundations, which includes liaising with clients, banks, and investment managers as necessary. The successful candidate will maintain a comprehensive understanding of the company's policies and procedures, ensuring adherence to all relevant legislation and regulations, particularly concerning anti-money laundering and countering the financing of terrorism laws. They will actively engage in risk management practices, ensuring that their work aligns with the standards expected by the organisation. Additionally, individuals will participate in the review processes for client activities and transactions, gaining valuable experience across various client engagements. The position also includes responsibilities for documenting new business, preparing accurate minutes for transactions, and managing personal development in line with set objectives.
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What You’ll Love:
This role provides an opportunity to be part of a dynamic team that is passionate about delivering outstanding client service. You will work in a supportive environment, where personal and professional growth is encouraged, and where various avenues for training and skill development are readily available. You will play an integral part in maintaining the organisation's reputation for excellence in client care and service delivery. The company values flexibility and promotes a collaborative culture that fosters strong relationships with clients and colleagues alike.
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