Senior Client Officer at TMF Group

Job Purpose

To provide a high quality administrative service to a diverse portfolio of private and corporate structures with timeliness and efficiency.

Key responsibilities

• Administer a portfolio of structures with timeliness and efficiency, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
• Identify and raise technical issues and potential problems with Line Manager
• Undertake a variety of banking, investment and financial transactions within the limits of the job holders authority
• Attend client meetings and prepare clear and concise meeting notes
• Provide technical assistance to the administrators within the team
• Meet productivity and input timesheet daily
• Control debtors to the level determined by Line Manager
• Be able to demonstrate and awareness of risk management
• Meet CPD target
• Develop existing client/intermediary relationships including seeking opportunities for cross-selling TMF Group products and services
• Strives for high standards of delivery to clients
• Has a strong understanding of processes needed to undertake role successfully
• Makes informed judgements and decisions based on practice and precedent
• Decisions will be made within defined limits of authority
• Has a basic understanding of the TMF Groups' service lines and TMF is structured.
• Understands and applies control and risk and governance frameworks consistently
• Is mindful of the TMF values
• May have supervisory responsibilities for work carried out by members of the immediate team
• Organises the use of resources to meet expectations and identifies difficulties
• 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

Professional experience and Qualifications

• Degree in finance, accounting or law
• 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)
• Fluent in both written and spoken English

What's in it for you?

• An exciting opportunity in an international company
• Professional development opportunities as well as extensive individual further training opportunities, supported by our TMF Business Academy
• A career within an ever evolving market
• Flat hierarchies with direct contact to management and international exchange