Trust Administration Specialist
2 months ago
Job Summary:
We are seeking a highly skilled and experienced professional to join our team at Apex Group as a Client Officer. As a Client Officer, you will be responsible for providing trust and company administration services to our clients, including proactive client contact and ensuring compliance with regulatory requirements, service levels, and company standards.
Key Responsibilities:
- Provide exceptional client service and support, ensuring that client expectations are met and exceeded.
- Assist with the mentoring and guidance of less experienced colleagues, providing feedback and input to appraisals as required.
- Maintain accurate records of time spent on time billing modules, on a daily basis.
- Ensure knowledge of, and compliance with, Apex's policies and procedures as amended from time to time.
- Take responsibility for own performance and assist the wider team, maintaining awareness of client requirements and expectations by liaison with clients, dealing with any negative feedback, and escalating to the manager/senior manager as necessary.
Core Skills and Qualifications:
- Ability to speak and understand English fluently.
- Excellent keyboard skills and proficiency in relevant software applications.
- Strong communication and interpersonal skills, with the ability to build and maintain effective relationships with clients and colleagues.
-
Trust Administration Specialist
2 days ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeJob SummaryWe are seeking a skilled Trust Administration Specialist to join our team at Kleinwort Hambros. The successful candidate will be responsible for supporting the administration of a portfolio of Trust and Companies, maintaining client relationships, and providing a high-quality service to internal and external stakeholders.Key...
-
Trust Administration Specialist
2 weeks ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Kleinwort Hambros. As a key member of our administration team, you will be responsible for supporting the day-to-day activities involved in the administration of a portfolio of Trust and Companies.Key ResponsibilitiesMaintain strong client relationships and...
-
Trust Administrator
1 month ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team at Kleinwort Hambros as a Trust Officer.Key ResponsibilitiesSupport the team in the administration of a portfolio of Trust and CompaniesMaintain strong client relationships and provide exceptional service to internal and external stakeholdersDevelop a deep...
-
Trust Administrator
1 month ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team at Kleinwort Hambros as a Trust Officer.Key ResponsibilitiesSupport the team in the administration of a portfolio of Trust and CompaniesMaintain strong client relationships and provide exceptional service to internal and external stakeholdersDevelop a deep...
-
Trust Administrator
1 month ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Trust Officer at Kleinwort Hambros.Key ResponsibilitiesSupport the team in the administration of a portfolio of Trust and CompaniesMaintain strong relationships with clients and stakeholdersProvide exceptional quality of service and supportDevelop a deep...
-
Trust Administrator
1 month ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Trust Officer at Kleinwort Hambros.Key ResponsibilitiesSupport the team in the administration of a portfolio of Trust and CompaniesMaintain strong relationships with clients and stakeholdersProvide exceptional quality of service and supportDevelop a deep...
-
Senior Trust Administrator
1 week ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob OverviewThe Senior Trust Administrator will be responsible for the comprehensive administration of trusts and companies under their charge, usually of a more complex nature. This includes managing a portfolio of clients with limited guidance from a Trust Executive, ensuring adherence to the Administration Charter.Key ResponsibilitiesAdministration of...
-
Trust Portfolio Administrator
2 months ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeJob Summary We are seeking a skilled Trust Portfolio Administrator to join our team at Kleinwort Hambros. As a key member of our administration team, you will be responsible for supporting the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Key Responsibilities * Maintain client relationships and provide a...
-
Trust Portfolio Administrator
2 months ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeJob Summary We are seeking a skilled Trust Portfolio Administrator to join our team at Kleinwort Hambros. As a key member of our administration team, you will be responsible for supporting the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Key Responsibilities * Maintain client relationships and provide a...
-
Trust Manager
5 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date22 April 2024Reference56272ContractPermanentHoursFull TimeSalaryNegotiableTrust Manager - Personal Trusts Role Purpose To manage a varied portfolio of UK trusts, and deal with estate administration. Competently and autonomously manage a portfolio of trusts and estates and have client...
-
Senior Trust Administration Manager
2 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Overview We are seeking a highly skilled Senior Trust Relationship Manager to join our team at Standard Bank Group. As a Senior Trust Relationship Manager, you will be responsible for the comprehensive administration of trusts and companies under your charge, including complex clients with limited guidance from a Trust Executive. Key...
-
Senior Trust Administrator
2 months ago
Saint Helier, United Kingdom Apex Group Full timeOur roleWe are seeking a highly skilled and experienced professional to lead our Private Client and Family Office Team. As a key member of our team, you will be responsible for the supervision, management, and development of a team of Administrators, reporting directly into Senior Management.**Job Specification*** To have ownership and responsibility for a...
-
Senior Trust Administrator
2 months ago
Saint Helier, United Kingdom Apex Group Full timeOur roleWe are seeking a highly skilled and experienced professional to lead our Private Client and Family Office Team. As a key member of our team, you will be responsible for the supervision, management, and development of a team of Administrators, reporting directly into Senior Management.**Job Specification*** To have ownership and responsibility for a...
-
Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust Manager - Personal TrustsApex Group is seeking a skilled Trust Manager to join our team. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Role PurposeThe successful candidate will be responsible for:Competently and autonomously managing a portfolio of trusts and...
-
Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust Manager - Personal TrustsApex Group is seeking a skilled Trust Manager to join our team. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Role PurposeThe successful candidate will be responsible for:Competently and autonomously managing a portfolio of trusts and...
-
Trust Portfolio Manager
2 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob SummaryWe are seeking a skilled Trust Portfolio Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key ResponsibilitiesCompetently and autonomously manage a portfolio of trusts and estatesCarry out duties in a professional manner and in...
-
Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled Trust Manager to join our team at Apex Group. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner...
-
Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled Trust Manager to join our team at Apex Group. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner...
-
Trust Portfolio Manager
3 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled and experienced Trust Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all tasks are completed in a...
-
Trust Portfolio Manager
3 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled and experienced Trust Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all tasks are completed in a...