Assistant Trust Officer Job Details
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Show me jobs like this one| Employer: | Barclays Bank | Job Ref No: | 00059856 | Job Title: | Assistant Trust Officer | Sector: | Consulting | Sub Sector: | Generalist Consulting | Risk Type: | Regulatory/Compliance | Expertise: | Regulatory/Compliance | Barclays Wealth is a leading global wealth manager, and the UK's largest, with total client assets of £170bn, as at 30 June 2011. With offices in over 20 countries, Barclays Wealth focuses on private and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services and brokerage. Barclays Wealth is the wealth management division of Barclays. Building on 320 years of Barclays banking heritage, our mission at Barclays Wealth is to set a new standard in wealth management by understanding our clients better than anyone else. In pursuit of this objective, we hire and develop only the best people in the industry. We look for talented, tenacious individuals who seek opportunities for self-improvement and career progression. Our long-term agenda can only be achieved through close collaboration and a shared sense of empathy, integrity and trust. Purpose of role Supporting the Wealth Advisory offshore trust and fiduciary services business, the Assistant Trust Officer will effect clients' banking instruction; construct written communications; various bookkeeping tasks including monthly bank investment portfolio reconciliations and assist with cash collections and liaise and communicate with their team on client instructions. The Assistant Trust Officer will also have a good understanding of Barclays Wealth systems, banking and Navision systems, have a working knowledge of objectives of offshore structures and awareness of business environment, display an enthusiastic, confident, mature and professional manner in the work place, develop good working relationships when dealing with Intermediaries and Clients; support their team with an enthusiastic and flexible approach to completing tasks; effectively sort and prioritise work load and communicate with the Line Manager on all aspects of work including notifying them of any problems. The Assistant Trust Officer will also be required to supervise the day to day tasks and assist with the development of junior members within the team. Core accountabilities Administration The Assistant Trust Office will be involved in various aspects of administration including; acting on clients' banking instructions; written communications; bookkeeping; collecting cash and reviewing debtors on a regular basis; client billing and setting up trusts and liaising with the statutory department in relation to the formation and dissolution of the companies. Team Work Control Assist in the risk management process by consulting with senior team members to identify money-laundering risks. Adhering to all regulatory procedures and presenting a cheerful, positive and professional image to colleagues and clients. They will assist in training more junior members of staff demonstrating by example the need to sort and prioritise tasks and supporting the team with a flexible approach to work. Judgement and Initiative They will assess where the team and business could benefit from additional ad hoc duties and volunteering to assist others when capacity allows. Work without close direction, solving problems and reacting to or creating opportunities. Supervisory responsibilities The role holder will at times supervise less experienced members of the team providing assistance and guidance on a daily basis. In addition, they will provide input to the performance assessment of team members, imparting feedback and coaching where required.
| Region/Country: | Europe, UK | City: | Jersey | Address: | Post Date: | 02/08/2012 |
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