Join Our Team Sheppard

Join Our Team

If you’re a goal-oriented, passionate individual who’s ready to be part of something bigger, then Sheppard is the place for you.

Client Administrative Officer

Term
Permanent/ Full-Time

Description
The incumbent is primarily responsible for the onboarding of clients and ongoing maintenance of client data for the Sheppard Group. Create and maintain custodial accounts for new and existing client portfolios. Create and maintain clients’ user details on online platforms. Process periodic system and portfolio updates. Maintain all client records in compliance with established retention policies. Process and update AMA/Resource Checking Account Requests. Perform other related duties as may be required.

Salary
Competitive salary and benefits package.

Qualifications
Undergraduate Degree from a recognized University in Economics, Finance, Management, or in a related field. Proficiency in Microsoft Office Suite.

Experience
Minimum of one (1) year’s’ prior work experience in the investment management industry.

Key Attributes
Ability to foster a spirit of teamwork and unity that allows for disagreement over ideas, conflict resolution, and the appreciation of diversity as well as cohesiveness, supportiveness, and working effectively together to enable each employee and the department to success.Exercise tact and diplomacy in the performance of duties. Good judgment in a variety of situations. Ability to communicate effectively both orally and in writing. Maintain a realistic balance among multiple priorities. Quickly interpret information and present arguments in a clear and reasoned way. Work under pressure at times and be adaptable to various competing demands while demonstrating the highest level of customer/client service and response. Work effectively both independently and as part of a team. Handle confidential information with discretion.


Fill out the Application Form below and submit with your resume to hrgroup@sheppard.tt


Account Executive

Term
Permanent/ Full-Time

Description
The incumbent must be self-driven, with the ability to maintain a book of clients and also to attract new clients by offering a comprehensive suite of investment and insurance services which are tailored to each individual’s needs. S/He will also advise clients on financial plans, whilst utilising knowledge of investment strategies, securities, insurance, and pension plans. Duties include assessing clients' assets, liabilities, cash flow, and insurance coverage; maintaining client records; and responding to client queries, escalating where necessary.

Salary
Competitive salary and benefits package.

Qualifications
Undergraduate degree (or equivalent) from a recognised institution in Economics, Finance, Management, Accounting, or in a related field. Certification in general and/ or ordinary long-term insurance would be an asset.

Experience
Minimum 3 years’ experience in investments, insurance or finance related field.
Prior experience managing client roster.

Key Attributes
A competitive sales drive with the ability to create sales opportunities, multi-task, problem solve and analyse information. Good communication, administrative writing, and Microsoft Office skills are required. Must be IT proficient, professional and have the ability to adapt to a fast-paced environment.


Fill out the Application Form below and submit with your resume to hrgroup@sheppard.tt


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