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

Apply Now
Please wait...
Job Openings
Refer a Friend
Resume Bank

Recruitment Fraud Notice

Click here to read