This is a great opportunity for a Trust Officer to join a banking group. The role holder will deliver a first class service to the satisfaction of the clients, advisors and the Directors of the Company by taking responsibility for a portfolio of clients including day to day administration.
Key responsibilities in this role include:
The efficient day to day management of clients affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures.
To manage a portfolio of clients autonomously, seeking advice and direction from colleagues as appropriate.
Provide a high level of service to new, existing and potential clients including liaising with customers and professional intermediaries regarding their managed entity and investments.
More information about the role is available upon request contact the team today for further details.