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Trustee Administration Support
40,000 - 50,000
We are seeking Trustee Administration Support to manage trust accounts, assist with documentation, and ensure compliance with regulatory standards. Apply now!
Job Summary
HMO on Day 1
Receive promising perks and rewards
Experience travel opportunities
Get recognized for what you do
Achieve work-life balance
Improve exponentially with enhanced learning
Responsibilities
Client Specific Tasks:
External Client Support Work
Streamline Inbox Management – Review and distribute application requests and inquiries from beneficiaries of trusts.
Customer Service – Respond to email enquiries from beneficiaries of trusts regarding their Policy balances and Application status.
Administration Support
Application Processing – Process applications for distributions under administered , ensuring efficient and compliant delivery of exceptional client service within trustee services.
Data Management
Maintain accurate and complete data by following established procedures and processes for data entry.
Teamwork
Ensure that the daily deliverables of the team are met.
Proactively support team members as required
Compliance and Values
Comply with policies and procedures at all times
Actively execute all activities in an honest, compliant and trustworthy manner
Technical Requirements:
Skills / Knowledge
Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
Exemplary organizational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
Core Competencies
Client Focus - Builds strong internal and external client relationships and delivers client-centric solutions and value adding services to continually raise the client experience
Problem Solving - Applies knowledge of approaches, tools, techniques to recognize, anticipate and resolve operational or process problems, and client problems
Collaborates - Builds and maintains authentic, strategic partnerships with others to build expertise and capacity to achieve shared objectives
Ensures Accountability - Holds self and others accountable to deliver quality outcomes and honours commitments
Communicates Effectively - Uses various communication styles and channels in a compelling, engaging and inclusive way where the message is easily understood and successfully acted upon
Driving Results - Drives superior results by planning and monitoring, evaluating and reporting performance against goals and objectives
Continuous Improvement - Creates and promotes new and better ways for our organization to be successful
Risk Management - Applies knowledge and application of processes, tools and techniques for assessing and controlling our organization's exposure to risks of various kinds
Requirements
OTHER SKILL SPECIFICATIONS:
Bachelor in Office Administration or tertiary qualifications in Finance are desirable Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
Exemplary organisational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
Team player and proactive in assisting the team, shows control and provides support when required.
Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels.
