Overview
You will provide confidential administrative support to members to the Fiduciary Management team, in order to provide excellent client service. This is a trainee position that would be suitable for someone to start their career in the finance industry with a focus on Trust administration.
What will you do?
Assist with filing, content manager, meeting pack production, general administration and other regular client support work, including but not limited to, the arrangement of payments, completion of requests in the relevant databases, in order to deliver an efficient client service.
Support with adhoc administration and reporting, this includes supporting other team members during absences.
Provide a first line support service to all clients within the Fiduciary Management team, including the compilation and preparation of letters, emails and faxes.
Ensure corporate policies in accordance with Wealth Management Internal standards and procedures are implemented and adhered to.
Provide assistance in ensuring all Audit points are addressed.
What do you need to succeed?
Must-have
Excellent attention to detail.
Competent use of various software packages including but not limited to Microsoft Word, Excel, PowerPoint and Outlook plus fast and accurate keyboard skills.
Excellent organisation skills and using own initiative to ensure that outstanding matters are followed through and ability to meet deadlines.
Excellent telephone manner for both internal and external calls.
Flexible approach and be a team player.
Good command of English to correct punctuation, spelling and grammatical errors for correspondence.
Excellent written and verbal communication skills with staff members at all levels.
Nice-to-have
Willingness to study.
What is in it for you?
We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible working options fully supported
#LI-SS2