Assistant to Director of Trust Services
3 days ago
As a Legal and Administrative Assistant, you will provide day-to-day support to the Director, handling compliance and legal paperwork, client inquiries, and meetings. Your focus will be on onboarding new clients to the wider Sovereign Group, which operates globally. You will interact regularly with colleagues across various locations, working collaboratively to deliver exceptional results. This role requires strong organizational and communication skills, attention to detail, and the ability to adapt to changing priorities.
Key Duties
Your responsibilities will include:
- Handling administrative tasks related to offshore products;
- Assisting with administering South African companies;
- Reviewing accuracy of compliance and legal documents;
- Liaising with Intermediaries and responding to queries;
- Managing client expectations and delivering exceptional customer service;
- Preparing and dispatching product documentation and application forms;
- Collaborating with internal departments regarding client matters;
- Following checklists to ensure accurate task completion;
- Identifying and proposing solutions to system and process issues;
- Booking meetings and communicating with clients via email or phone;
- Other duties as may be required.
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Legal and Administrative Assistant
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