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Trust Fund Specialist
3 weeks ago
We are seeking a dedicated professional to support our Client Management team. This dynamic role involves ensuring trustee obligations and operational activities are met with precision, professionalism, and high standards.
Key Responsibilities- Assist client managers in managing trust activities and administering back-office matters in accordance with policies and procedures
- Manage payments with internal and external custodians
- Administer back-office activities in accordance with policies and procedures, including daily and ad-hoc tasks
- Maintain key scheme documents and records, including filing and archiving in accordance with policy requirements
- Support finance matters, including debtors, expenses, and billing across the client management team
- Monitor and complete all compliance requirements for allocated clients/funds
- Support data maintenance and entry in the compliance management system (Client Connect)
- Ensure working knowledge of all clients
- Trustee back-office activities
- Clients and funds