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Senior, Trust Relationship Manager,
5 months ago
Job Description
To assist with the efficient and profitable administration of a number of trusts and companies allocated to the team through managing. Specifically responsible for the comprehensive administration of trusts and companies under their charge, usually of a more complex nature and the supervision of junior members of the team.
Qualifications
Minimum Qualifications
Advanced DiplomaFinance and Accounting, Generic Management
Experience Required
Additional Information
Outputs :
Administration of trust and company structures to ensure their proper and effective management and accounting Administers and takes responsibility for serving all aspects of a portfolio including complex clients with limited guidance from a Trust Executive while ensuring adherence to the Administration Charter. Understands the commercial aspects relating to the case load you administer and the risk/reward associated, review and interpret complex agreements and legal document. Understands the Accounting concepts and conventions which apply to the structures under your administration. Successfully hold and document client meetings / Act as an authorised signatory / Act as director to client companieTechnical Competencies:
Business Administration Skills Customer Understanding ( Consumer Banking) Data Management (Administration) Financial Industry Regulatory Framework Interpreting Financial Statements
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