Job Description

To provide administration support to the Fiduciary Services Division by undertaking administrative tasks , which are process orientated and serviced by a centralised processing group including responsibility for the interface reconciliation between the trust and bank systems.

Qualifications

Type of Qualification: First Degree

Field of Study: Business Commerce, Banking, Business Administration or related field

Experience Required

• Affluent Clients
• Personal and Private Banking
• 3-4 years
• Experience in sales and relationship management of clients and able to drive profitability and build relationships.
• Proven sales track record in the financial services industry.
• Knowledge of the bank’s products, services and digital platforms.

Additional Information

Behavioural Competencies:

• Articulating Information
• Checking Things
• Documenting Facts
• Examining Information
• Following Procedures
• Interacting with People
• Meeting Timescales
• Producing Output
• Taking Action
• Team Working
• Thinking Positively
• Upholding Standards

Technical Competencies:

• Bookkeeping
• Data Management (Administration)
• Reconciling Financial Records
• Records and Archive Management
• Written Communication

• Provide administration support to the Fiduciary Services Division by undertaking administrative tasks.
• Undertake process-orientated administrative tasks serviced by a centralised processing group.
• Responsible for the interface reconciliation between the trust and bank systems.

• Bookkeeping
• Data Management (Administration)
• Reconciling Financial Records
• Records and Archive Management
• Written Communication
• Sales and relationship management of clients
• Ability to drive profitability
• Ability to build relationships
• Knowledge of the bank’s products, services and digital platforms

• First Degree
• Field of Study: Business Commerce, Banking, Business Administration or related field