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Open nowFirst seen 8 days ago

Assistant Trust Officer

Ruth Maskell30 open roles

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Your applicationOpen nowAssistant Trust OfficerRuth Maskell

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The clock on this job

Early applications get read.

13.7% of postings close within 7 days. Measured by our own scanner across the market. Ruth Maskell postings stay open a median of 5 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.7%7 days
  4. 22.1%14 days
  5. 37.8%30 days
  6. 59.1%60 days
This job: first seen 8 days ago

Ruth Maskell median: 5 days open

The posting

Responsibilities

  • You will manage a portfolio of clients and deal with all aspects of the administration from take on to liquidation, including FATCA and CRS requirements, regular reviews, statutory work and bank payments as well as client contact by telephone, email and letter
  • This is an office based position; 9am to 5.15pm at the premises.
  • You will ensure service quality and timely delivery by regularly contacting with clients in order to achieve operational excellence and build long -term business relationships
  • Any onboardings or closedowns you are made responsible for are to be completed promptly. Where you are assisting in the onboarding or closedown of an entity, this is to be prioritised as urgent
  • You will support the board and take corrective measures where needed in order to meet financial targets, e.g. raise time spent invoices where administration carried out is outside of the fixed fee agreement
  • You will be aware, execute and ensure adherence of applicable policies, procedures and internal controls
  • You will constantly take measures to improve accounts receivable where possible in order to assist the MD to meet financial targets
  • You will liaise with the accounts preparation teams and answer any queries raised promptly, ensure the accounts preparation team have everything they need in order to prepare financial statements in order to prepare tax returns etc. Arrange for accounts to be signed, minuted and filed (if applicable) once received
  • You will use diary prompts to make sure that all outstanding matters are regularly chased and / or actioned. Keep on top of filing, shredding, scanning etc. and all client matters
  • You will follow existing work standards, procedures and systems in order to optimise work processes and ensure service quality. Complete timesheets on a weekly basis and submit prior to 11am Monday of the following week

Qualifications

  • You have at least 3 years of relevant industry experience
  • You pay close attention to detail
  • You are committed to prioritising excellent client service; ensure client information is shared in a timely manner plan & prioritise the achievement of agreed deadlines, with regular reviews of progress
  • You know how to adapt to changing demands and responsibilities of the role
  • You are highly organised and are able to work successfully by yourself or within the team
  • You are highly proficient with Microsoft Applications
  • You can display a can do attitude and are an excellent communicator
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