Trust Officer - Saint Peter Port, United Kingdom - Northern Trust Corp.
Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity.
With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The Role
The Trust Administrator/Officer will report directly to the Senior Trust Manager and act both directly as the day to day client contact for a number of family members, family offices and their nominated representatives for a number of complex structures, as well as being responsible for the direct management and mentoring of the more junior members within the team.
They will work with the Senior Trust Manager in coordinating and overseeing the team members, who also have direct client contact within the GFO Fiduciary team and be expected to manage all of the fiduciary aspects of the relationship, also acting as a central point of contact internally and working closely with the Relationship Manager (where appointed) to provide the level of service clients expect from Northern Trust.
The key responsibilities of the role include:
- Report directly to the Senior Trust Manager
- Responsible for the day to day management of a book of relationships.
- Maintains a working knowledge of and utilises fiduciary knowledge and experience to identify opportunities for relationship enhancement;
- Works collaboratively with internal partners and external advisors in identifying client needs and
- Coordinating and when necessary minuting Fiduciary related meetings and decisions.
- Works alongside the Relationship Manager in preparing and attending client meetings and work with internal partners or third parties on any action items which arises.
- To act as an authorised signatory for the corporate entities of Northern Trust in respect to the management of the trust structures
Skills/Qualifications:
- STEP or ICSA Qualification or working towards attaining either of them
- Experience of coordinating, attending and minuting board meetings and decisions
- Direct experience in interacting with demanding clients or prospects and meeting their needs
- Excellent organizational skills and comfort in prioritizing competing demands
- Ability to perform under pressure and to be flexible with working when required
- Self
- Consciencous
Competencies
- Team focused
- Forward thinking and ability to question the status quo
- Expected to have knowledge of fiduciary duties and applicable laws, estate planning techniques, financial planning, asset management and prudent investment principles.
- Understands expected fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships.
- Complies with internal policies, processes and procedures to effect prudent risk management and judgment.
- Seeks continued development of fiduciary and advisory skills through training and experience.
Working with Us:
As a Northern Trust partner, greater achievements await.
You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
Reasonable accommodation:
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
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