Trust Officer JSY

Kleinwort Benson has been a leading provider of Trust and Company Administration Services to wealthy individuals since the early 1960’s.  This is a well-established team which is responsible for providing a high quality service to a large and diverse portfolio of clients.

Key accountabilities

- To develop working relationships with clients, intermediaries and internal contacts to maximise client retention.

- To maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and the principle of treating customers fairly.

- To ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business.

- To act as an effective member of the fiduciary team and to assist in the meeting of business objectives.

- To demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business. To support a culture upholding the Kleinwort Benson values.

Main tasks

To maintain regular and effective communication both written and verbal, preparing accurate file notes where needed.
To action effectively any questions/queries that may arise from the above.
To undertake written correspondence (primarily non-technical), to include letters, e-mails and faxes
To attend client and intermediary meetings with a senior colleague in order to develop working relationships, actively develop personal skills and knowledge through observation and assist in the preparation of meeting notes and file notes.
Awareness and understanding of cross-selling opportunities.
Demonstrate awareness of the financial services industry. 

To create and complete correspondence, record keeping, file notes and minutes.

To meet financial targets as agreed in order to maintain a sustainable fiduciary business.

To act as an effective member of the fiduciary team in order to assist in the meeting of business objectives.

Qualifications and industry experience

- An understanding of the relevant laws relating to ’Trust Company Business’ in the role location.
- An understanding of the duties and responsibilities of a Fiduciary.
- An understanding of industry best practice in relation to Trust and Company administration.
- Ability to demonstrate effective communication and basic relationship skills.
- Good numeracy skills and ability to understand basic trust and company legal documents.
- Attention to detail and accuracy.
 - Some knowledge of other related Jurisdictions laws in relation to ’Trust Company Business’.
- Working knowledge of Microsoft packages including Excel, Outlook and Word.
- A basic understanding of the principles of UK taxation insofar as they affect Trust and Company vehicles and related parties.

Any one of the following:-
ICSA Certificate in Offshore Finance & Administration
Certificate in Offshore Administration
STEP Foundation Certificate in Offshore Trust Management  
Relevant experience in a Fiduciary environment required