Talantix.io
Remote Position•08.03.26
AI SCORE 8.5

Central Assessment Trustee - Remote Position

$80K–$100K/year
RemoteFinancial Services
CRM Systems•Microsoft Excel•Negotiation Skills•Data Analysis•Service Design•User Research•Compliance Standards

About the Role

We are seeking a dedicated Central Assessment Trustee - Remote to join our team. In this role, you will play a crucial part in assessing client needs and providing tailored solutions in the financial services sector. As a Central Assessment Trustee, you will work remotely, allowing you to maintain a flexible work-life balance while making a significant impact on our clients' financial well-being.

What You'll Do

  • Conduct thorough assessments of clients' financial situations to provide effective solutions.
  • Utilize CRM systems and Microsoft Excel for data analysis and reporting.
  • Engage in negotiations with clients and stakeholders to ensure favorable outcomes.
  • Design and implement service delivery processes that enhance customer experience.
  • Collaborate with cross-functional teams to develop digital products that meet client needs.
  • Prepare legal documents and ensure compliance with relevant regulations.
  • Participate in user research and journey mapping to improve service design.
  • Provide exceptional customer service and support throughout the assessment process.

Requirements

  • 3-5 years of experience in a financial services role, preferably as a trustee or in insolvency administration.
  • Strong negotiation skills and the ability to communicate effectively with clients.
  • Proficiency in Microsoft Office Suite, particularly Excel, for data management.
  • Experience with CRM systems and data analysis.
  • Knowledge of compliance standards such as FedRAMP, NIST, HITRUST, and HIPAA.
  • Ability to work independently and manage multiple client assessments simultaneously.
  • Strong analytical skills and attention to detail.
  • Experience in service design and user research is a plus.

Nice to Have

  • Certification in financial services or insolvency.
  • Experience in digital product management.
  • Familiarity with cybersecurity assessments.

What We Offer

  • Remote work model for flexibility and work-life balance.
  • Vacation and wellness days to recharge.
  • Extended health and dental coverage for you and your family.
  • Employee Assistance Program and mental health resources.
  • Company-matching retirement savings plan to secure your future.
  • Financial support for professional development to enhance your skills.
  • Annual company events to foster team spirit.
  • Exclusive access to perks and discounts for employees.
Why This Job8.5 of 10

This remote Central Assessment Trustee position offers a unique opportunity to impact clients' financial situations while enjoying a flexible work environment. Competitive salary and comprehensive benefits make it an attractive role.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficiency in CRM systems such as Salesforce or HubSpot, with the ability to analyze client data and optimize user experience based on insights gathered from user research.

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Strong analytical mindset with advanced skills in Microsoft Excel, allowing for effective data analysis and the creation of detailed reports to support service design and compliance standards.

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Experience in negotiation and stakeholder engagement within the financial services sector, demonstrating the ability to tailor solutions that align clients' needs with regulatory requirements.

Learning Resources

→Salesforce CRM Trainingcourse
→Excel Data Analysis Tutorialarticle
→Service Design: From Insights to Implementationcourse

Career Path

Central Assessment Trustee - Remote Position(Now)→Assessment Manager(1-2 years)→Director of Client Solutions(3-5 years)

Market Overview

CRM Market Size 2024
$128.97B
Annual Growth
14.2%
AI Adoption in CRM
71%
Investment in CRM Tech
+25%
Labour Demand for CRM Roles
+22%
Avg Salary for CRM Specialists
$85K

Skills & Requirements

Required
CRM SystemsMicrosoft ExcelNegotiation Skills
Growing in Demand
Artificial Intelligence in CRMCustomer Experience ManagementData Privacy Compliance
Declining
Traditional TelemarketingBasic Data Entry

Domain Trends

Integration of AI in CRM
AI tools are being increasingly integrated into CRM systems, with 71% of companies adopting AI for customer insights and automation.
Focus on Customer Experience
Companies are prioritizing customer experience management, with 80% of businesses stating that improving customer experience is a top priority.
Shift to Subscription-based Models
The CRM market is seeing a shift to subscription-based models, with 60% of CRM providers moving to SaaS, enhancing flexibility and scalability for users.

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