Job Details

To provide and maintain a superior level of effective trust administration and service to advisers, settlors and beneficiaries of trusts administered by Utmost Trustee Solutions Ltd.

Key Responsibilities

• High calibre of Written and Verbal communication internally/externally
• Proficient in dealing with advisers, clients and all other parties associated with the trust or the underlying bond via telephone, letters and email.
• Second checking for other team members when required
• Distributing emails/post across the team if required
• Actively identifying problem areas and offering various solutions whenever possible
• Adhering to all regulatory legislation and guidance and ensuring all our compliance requirements are met
• Working as part of a team and acting as a role model
• Working to, and meeting deadlines
• Ability to vet new trust business applications
• Ability to process annual reviews (and all associated tasks) and highlight issues, and process any amendments to trust or client information
• Ability to vet and process investment switch requests
• Ability to vet and process requests for distributions to beneficiaries
• Ability to vet and process assignments and Requests for Payments
• Liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively
• Process invoices and trust company payments as required
• Make recommendations for Trust Forum consideration when required and document trustee decisions appropriately
• Demonstrate the ability to deal with 85% of the queries/requests raised by our customers
• Ability to liaise with technical areas in relation to more complex issues together with skills to update process notes accordingly
• Fully competent in the trust review process, with the ability to vet/check the work of others, raise issues and offer solutions

Me Personally

• Excellent planning and organisational skills
• Ability to work within a team or on own initiative
• Can maintain a high level of accuracy and still work within agreed service standards
• Ability to work under pressure

Me & Others

• Excellent communication skills (written& verbal)
• Good team player

Me & Customers

• Excellent understanding of Customer Service
• Commitment to providing outstanding customer service
• Excellent telephone manner

• Minimum of 2 years’ experience in Financial Services
• Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
• Ability to compose good standard of ad hoc letters/faxes
• Considerable experience within customer facing administration role
• Basic understanding of the taxation regime for offshore investment bonds and the UK IHT regime for the taxation of trusts.
• Good understanding of the structure and administration of bonds and investment options.
• Knowledge of the regulatory framework (AML/KYC)
• Ability to meet individual targets and goals with accurate results