- JN -012024-1954097
- Jan 16, 2024
A private bank is actively seeking a Trust Officer to join as a valuable member of its fiduciary team, contributing expertise in wealth management and client services.
To act as an effective member of the team, collaborating with other team members to ensure the timely achievement of all business objectives and adherence to operational standards and controls.
- Maintain high-level trust and company administration to minimise business risk, ensuring compliance with policies and risk management.
- Develop relationships with clients and internal contacts, prioritize workload efficiently, and follow up on delegated tasks and queries.
- Support the client-facing team, work independently, and demonstrate a positive, enthusiastic attitude.
- Prepare minutes and resolutions, contribute to team targets, and assist in training new staff on internal systems.
- Develop a broad technical knowledge across the Bank's products and services, understanding the risk-based approach.
- Analyse and summarize data, complete mandatory training, and seek guidance when needed.
- Proficient communication and relationship-building skills to gather information, foster teamwork, and instil confidence.
- Strong numeracy and literacy skills.
- Exceptional attention to detail and accuracy.
- Capability to comprehend legal documents and accounts pertaining to trust and company matters.
- Familiarity with the applicable laws governing 'Trust Company Business' in the assigned location.
- Knowledge of fiduciary duties and responsibilities.
- Eagerness to pursue relevant professional studies.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
- Principal Consultant