TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.
We are a key part of our clients’ governance, providing them with critical administrative services that allow them to invest and operate safely around the world.
We make a complex world simple for them, with experts on the...
Read more about this company
Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirement, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
Ensure that clients are dealt with in a professional manner
Identify and raise technical issues and potential problems with Line Manager
Undertake a variety of banking, investment and financial transactions within the job holder’s authority
Meet productivity target and input timesheet daily
Control debtors to the level determined by Line Manager and minimize credit notes issued
Be able to demonstrate and awareness of risk management
Meet CPD target
Understand TMF Code of Conduct and values
Provides guidance on basic tasks to colleagues in immediate team
Manages personal workload effectively
Responds to and anticipates client needs in a timely and professional manner
Listens actively, considers people’s concerns and adjusts own behaviour in a helpful manner
Consistently strives to provide a quality service
Handles customers in positive and effective manner, considering global and cultural differences
Takes responsibility for obtaining and sharing required information with others
Works with more junior members of the team with the view to assist with their ongoing development
Understands clients, identifies their needs and creates positive first impressions
Has a good understanding of technicalities of own role
Promptly and efficiently completes work assignments
Good understanding of how immediate team interact with other teams in function to deliver results
Attend client meetings and prepare clear and concise meeting notes
Has a basic understanding of the TMF Groups' service lines and TMF is structured.
Reviews non-complex work undertaken by more junior team members
Informally manages expectations of more senior colleagues infrequently
Communicates information in a clear and concise manner (verbal and written work) to both internal and external stakeholders
Takes ownership of particular clients to ensure a consistent level of service
Listen actively whilst understanding what relevant questions they should ask and respectfully taking into account global and cultural differences
Makes it a priority to be accessible and responsive to customers
Build rapport with clients and use body language and voice techniques effectively
Key Responsibilities
Category C employee
Has 3 years relevant experience and holds a “table 5” professional qualification as defined by the JFSC qualification or is studying towards a relevant “Table 4” as defined by the JFSC
Good technical knowledge of trust & corporate administration, investment and tax issues
Able to supervise/mentor trainee and/or administrators
Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook)
Gmail
Yahoomail