Key Duties and Responsibilities include:
Deliver on Service standards as per established Service Model for the function
Ensure adherence processes and address/raise issues that need attention
Work proactively with other business functions and stakeholders
Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes
Undertake and participate in relevant management of departmental meetings
Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work
Ensure complaints, errors and omissions are dealt with as per company policy
Daily monitoring of progress of assigned cases
Dealing with assigned outstanding cases and follow up
Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function
To assist and undertake case work as required in the function
Contribute to staff training programmes
You will take part and actively contribute to the weekly Team Meetings
Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer
From time to time you may be required to perform other reasonable tasks within the scope of your role to support the business.
Requirements Include:
Experience within the Financial Services Industry
Keen interest in Trust or have strong transferrable skills
A relevant professional qualification or a willingness to study towards one