Summary of the key purposes of the role
The purpose of the Assistant Trust Officer role is to provide routine administration of trusts and companies, ensuring that the operational standards and controls are complied with.
Assist in the development of working relationships with clients, intermediaries and internal contacts to maximise client retention;
Working with a trust officer to manage a mixed portfolio of company and trust structures;
Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable, i.e. when dealing with enquiries or complaints;
Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business;
Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business;
Support a culture upholding the Kleinwort Hambros values;
Prepare minutes and resolutions as required.
Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with line manager
Work within team to help identify areas for improvement;
Support team and act as back up where required.
Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported;
Update personal knowledge of intermediary/wealth management market, ensuring that the reputation of Kleinwort Hambros is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.
Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using KH systems to store.