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Syndicate

Trust Officer Print E-mail
To perform specialist functions on own allocated caseload, guided as appropriate by a line manager, providing a quality service to meet the needs of both the client and the business.
Responsibilities:

Perform specialist functions on own allocated caseload, only referring unusual or more difficult problems when necessary.
Enhance and maintain client relationships for own caseload, ensuring a quality service.
Plan and prioritise own workload and that of immediate colleagues to ensure that target / deadlines are achieved.
Train / work with less experienced colleagues in the performance of tasks and procedures in given specialisation.
Contribute to the appraisal of more junior colleagues in unit.
Build and maintain own technical knowledge in order to keep up to date and relevant.
Be proactive in recognizing and pursuing opportunities for improving procedures and controls.
Ensure all book-keeping is completed in a timely and accurate manner.
Record time spent on different client matters accurately

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