Trust Associate


Join us as a Trust Associate

  • You’ll manage and monitor personal trust portfolios and transactions for high net worth customers
  • We’ll look to you monitor market conditions and risks while adjusting trust portfolios to obtain a stable profit
  • This is an opportunity for you develop your knowledge and skills, in an environment where we make a real investment in your development

What you'll do

Your role as a Trust Associate will make sure the trust specialist team achieve compliant files which are right first time. You’ll also be responsible for personal diary management, all customer documentation as well as providing valuable support for the trust specialists.

Day-to-day, you’ll be:

  • Developing and maintaining relationships with existing and potential clients to drive business development
  • Preparing file notes and draft documentation for a specialist to review, approve and sign
  • Helping with the recording and resolution of any advice and service-related complaints, making sure that all regulatory requirements are complied with
  • Maintaining high levels of understanding of relevant banking and wealth management advice, procedures and regulations
  • Keeping up to date with financial markets and remaining well informed of our markets and asset classes

The skills you'll need

You’ll be able to provide excellent service, every time, while collaborating and working well as part of a team. You’ll also need experience of supporting colleagues in a legal, accountancy or tax firm.

Additionally, you’ll demonstrate:

  • Excellent interpersonal skills
  • Strong analytical and lateral thinking skills
  • An ability to clearly articulate issues and solutions, and challenge in a constructive way
  • Highly numerate with excellent time management and prioritisation skills
  • The ability to coach and develop others

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Job Overview

Date Posted:

Posted 1 week ago

Expiration Date:

31/12/2019

Location:

Bristol

Salary:

Competitive

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