Trustee Administration Support

Trustee Administration Support

40,000 - 50,000

Apply Now

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.
• Mature, discreet and demonstrates sound judgement
• Amenable to work on site
• Can start ASAP
• Willing to work in any shift

Trustee Administration Support

40,000 - 50,000

Apply Now

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.
• Mature, discreet and demonstrates sound judgement
• Amenable to work on site
• Can start ASAP
• Willing to work in any shift