Trust officer somerset west

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer.

The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager.

Duties & Responsibilities

Key Duties and Responsibilities:

Manage client questions and queries. Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA). Remain abreast of pension and trust regulations. Appropriately store/input and reference all client...