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Trust Officer

Isle of Man
Permanent
Our client seeks a Trust Officer to join their team.  
   
Role Profile:  
To provide and maintain a superior level of effective trust administration and service to advisers, settlors and beneficiaries of trusts administered by the company  
   
Key Responsibilities:
  • High calibre of Written and Verbal communication internally/externally
  • Proficient in dealing with advisers, clients and all other parties associated with the trust or the underlying bond via telephone, letters and email.
  • Second checking for other team members when required
  • Distributing emails/post across the team if required
  • Actively identifying problem areas and offering various solutions whenever possible
  • Adhering to all regulatory legislation and guidance and ensuring all compliance requirements are met
  • Working as part of a team and acting as a role model
  • Working to, and meeting deadlines
  • Ability to vet new trust business applications
  • Ability to process annual reviews (and all associated tasks) and highlight issues, and process any amendments to trust or client information
  • Ability to vet and process investment switch requests
  • Ability to vet and process requests for distributions to beneficiaries
  • Ability to vet and process assignments and Requests for Payments
  • Liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively
 
Key Skills and Experience:
  • GCSE (or equivalent) grade C or above English and Maths
  • Has obtained or is prepared to work towards a Professional Qualification for example, STEP, DipPFS, or equivalent
  • Minimum of 2 years' experience in Financial Services
  • Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
  • Ability to compose good standard of ad hoc letters/faxes
  • Basic understanding of the taxation regime for offshore investment bonds and the UK IHT regime for the taxation of trusts.
  • Good understanding of the structure and administration of bonds and investment options.
  • Knowledge of the regulatory framework (AML/KYC)
  • Ability to meet individual targets and goals with accurate results
  • Considerable experience within a customer facing administration role
  • Excellent planning and organisational skills
  • Ability to work within a team or on own initiative
  • Can maintain a high level of accuracy and still work within agreed service standards
  • Ability to work under pressure
  • Excellent understanding of Customer Service
  • Commitment to providing outstanding customer service
  • Excellent telephone manner Technical
Your specialist: Debbie Amankwa
Quote job ref: 14970

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.