Trust Officer

About the Role We are looking for a Person In Charge Officer to join the Sales Support team in Banking Industry. This role focuses on supporting agents throughout the wills writing submission process, ensuring submissions are complete, accurate, and processed smoothly. Key Responsibilities Agent Onboarding & Support - Guide new agents through the onboarding process for wills writing submissions. - Provide ongoing support and assist agents with submission-related queries. - Serve as the main point of contact for agents regarding submission matters. Submission Handling & Verification - Review and verify wills writing submission forms for accuracy and completeness. - Ensure all required documents are properly submitted and comply with internal requirements. - Track submission progress and provide updates to agents. Coordination & Processing - Coordinate with internal teams, including Legal, Compliance, and Processing, to facilitate smooth submission processing. - Assist in resolving submission issues and follow up on outstanding matters. - Provide support to agents via phone, email, or chat. Documentation & Compliance - Ensure submissions follow company policies and relevant regulatory requirements. - Maintain accurate records of agent submissions and interactions. - Assist in preparing reports related to submissions, agent performance, and compliance. Requirements - Bachelor's Degree. - Minimum 1 year of working experience, preferably in sales support, compliance, administration, operations, or a related field. - Good communication and interpersonal skills. - Strong attention to detail and ability to handle documentation accurately. - Able to coordinate with multiple internal teams and follow up on pending matters. - Comfortable communicating with agents through phone, email, and chat. - Good organisational and time-management skills.