Job Description

Duties and Responsibilities

• Deliver on service standards as per established service model for the function.
• Ensure adherence to processes and address/raise issues that need attention.
• Work proactively with other business functions and stakeholders.
• Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes.
• Undertake and participate in relevant departmental meetings.
• Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work.
• Ensure complaints, errors and omissions are dealt with as per company policy.
• Daily monitoring of progress of assigned cases.
• Dealing with assigned outstanding cases and action regular follow up to ensure progress.
• Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function.
• To assist and undertake case work as required in the function.
• Contribute to staff training programmes.
• Take part and actively contribute to the weekly Team Meetings.

• Strong organisational and administrative skills
• Ability to work as part of a team and positively influence and contribute to the team
• Good communication skills over the phone, in person and comfortable using video technology to engage with clients and colleagues.
• Ability to work with confidential and sensitive data.
• Good time management skills.
• Ability to work under pressure and multi-task.
• Experience of working in and maintain good client relationships and delivering good service.
• High level of commitment and positive attitude.
• Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved.
• Be energetic in your approach to performing a service to the company.
• Be attentive to detail and work methodically and accurately.
• Exercise the utmost good faith towards the company, both in carrying out your duties and in all your dealings with the company and its clients and/or its suppliers.
• Possess excellent communication skills.
• Present yourself professionally to fellow employees and clients of the Company
• Use your initiative.
• Be able to work independently as well as part of a team.
• A willing and flexible attitude to working hours to support team and business needs, as required.

• Trust experience is desired, or experience within the Finance Industry.
• We would also be willing to accept candidates who have a keen interest in Trust or have strong transferrable skills.
• A relevant professional qualification or a willingness to study towards one.

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