15 May 2019

Relationship Manager, Trust

Ref 32402

A Trust Company is in search of a new Relationship Manager who will be responsible for the day to day administration of a portfolio of Trusts and Companies under the administration of the Company's high standards and agreed service levels.

Key Tasks include:

  • Preparation of minutes
  • Preparation of required payment instructions
  • Liaising with clients and intermediaries
  • Maintaining statutory records
  • Ensuring that 5Series database is completed and up to date
  • Ensure  chargeable time is recorded effectively
  • Debtor Collection
  • Ensuring high levels of service are maintained and improve overall knowledge of clients by highlighting those requiring visits or telephone discussions (relationship management)
  • Ensure that bookkeeping is completed in a timely manner , providing instruction to bookkeeper as necessary and ensure that the general ledgers on 5Series are up to date for each Trust and Company administered.
  • Preparation of accurate quarterly or ad-hoc investment reviews for the Investment Review Committee (IRC)
  • Be aware of and abide by Client Money regulatory codes and applicable laws, as well as Anti-Money Laundering guidelines.

Applicants must have  a minimum of 3-5 years experience in Company and Trust administration.  Be working towards or hold an appropriate professional qualification such as ICSA or STEP Diploma or be willing to do so.  A working knowledge of 5Series and Microsoft Office Suite.  Accuracy, excellent time management and work prioritisation  skills are key to this role, as well as a good understanding of financial institutions and markets.

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