Overview:
Excellent opportunity for someone with experience of Entity Management and servicing of HNW Private & Institutional Clients.. You will have responsibility for administering a large and/or complex portfolio of clients, acting as main point of contact. Our client is seeking someone with strong communications skills and previous background in Capital Markets and/or Trust related transaction administration.
This is an opportunity to join a thriving team with a FI which is undergoing growth and therefore seeking a dynamic and client centric professional.
Responsibilities include:
- Administration of a portfolio of institutional and/or corporate trust transactions, including preparation of relevant documentation.
- Processing of related transactions, collecting critical documents, processing cash disbursements, trades and account balances.
- Establishing new accounts and facilitating client requestions for discretionary distribution & trust terminations.
- Acting as main point of contact for portfolio of clients, including all relevant administration, management of client queries, responding to client requests in a timely manner.
- Assisting senior representative(s) in revenue generating activities to include, recommendations, preparing documents for/and participating in meetings, implementing client strategies as appropriate.
- Building/maintaining client relationships ensuring issues are dealt with in a timely fashion and providing an enhanced service at all times.
- Maintain and demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.
- Adherence to Company’s risk and regulatory standards, policies and controls.
- Identify and escalate (where necessary) risk-related issues to management.
- Building effective working relationships internally and externally.
- Provide ad-hoc assistance to team as and when required and mentoring of associates where necessary.
Skills/Experience:
- Bachelor’s degree / 5 years’ higher education and/or a minimum of 1 years’ relevant work experience with direct client contact,
- Strong focus and experience of managing clients, providing excellent customer service.
- CCTS (Certified Corporate Trust Specialist) would be beneficial not essential.
- Strong analytical ability and IT knowledge.
- Strong interpersonal skills with ability to build significant level of trust with clients
- Experienced in building excellent working relationships, and strong communications skills.