Trust Assistant Manager
Position Summary
This role reports to the Trust Manager and has the following key responsibilities:
- Assist with the management of a team of administrators in all aspects of trust and company administration and support the team manager with the day to day running of the team and its systems
- Assist the team manager to ensure that the team’s utilisation and other targets are met and that all internal and regulatory requirements are adhered to
- Become familiar with all clients within the team and take responsibility for the day-to-day management and administration of an allocated portfolio of clients
- Manage and delegate task to the team members and assist them with tasks and training as appropriate;
- Handle and resolve complex/unusual operational and managerial problems that are referred to from above and below with support from the Team Manager / Directors.
Specific Duties
- Build and maintain solid relationships with clients and intermediaries
- Responsible for meeting deadlines whilst providing high standards of client service
- Maintain an up-to-date knowledge of regulatory requirements for the Company's clients
- Assist the Team Manager to ensure that debtors are kept to a minimum and to provide details to senior management as and when required
- Responsible for ensuring/facilitating the training and development of administration staff in the team as and when required Manage the team with the support of the Directors in absence of the Team Manager and attend management meetings as and when required
- Contribute towards the enhancement/development of internal practices and procedures; and
- Assist with the provision of regular management information to senior management which clearly identifies the progress and position of the team
Other Requirements
- The successful candidate will ideally have:
- A relevant professional qualification eg STEP or ICSA;
- A minimum of 5 years relevant experience in the trust industry
- Demonstrated a sound knowledge of trust and company administration, recording of financial transactions, understanding of financial reports and relevant regulatory requirements
- A proven track record of client service excellence
- Evidence of successful client engagement experience Demonstrated ability to meet billing/cash collection targets and deadlines;
- Demonstrated strong communication, interpersonal, influencing and negotiation skills;
- The ability to drive and execute tasks and manage others to do so;
- The ability to foster collaboration and teamwork; and Previous management experience is desirable but not essential