Trust & Company Manager

Our client is seeking a Trust & Company Manager to join their team.

Key Responsibilities

1. Actively contribute to initiatives to improve processes to drive operational excellence
2. Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Senior Manager / Associate Director and more junior staff within the team. Portfolio should have a revenue return in the region of £2m
3. Liaise closely with Team Members, ensuring any business opportunities are identified and followed up
4. Foster both a client service mentality and strong business development culture at all levels within the team by representing personally the cultural values of the business
5. Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
6. Ensure appropriate allocation of clients within the team and ensure clear cover in place in connection with absences
7. Responsible for the take on of new business for the team and ensuring that new business is processed smoothly and efficiently
8. Assist where appropriate any CSD's / Fiduciaries with a programme of regular client and advisor visits and attend if required
9. Assist where appropriate any CSD's / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets.
10. Provide Senior Manager with support with regard to the regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio.
11. Responsible for ensuring all business KPI's for your Client Portfolio are effectively managed, controlled achieved in accordance with ongoing business requirements
12. Competent interviewer, recruiting talented individuals
13. Responsible for the management of the team and the administration of client entities administered by the team
14. Provide technical support to Client Administration Teams in connection with their client structures and the execution of complex client transactions
15. Ensure team members receive appropriate training and that individual staff responsibilities are clear. Identify and address development needs and encourage self-development
16. Participate in budget setting as required

Key Skills & Experience

1. CGI or STEP Diploma qualified or relevant professional qualification
2. Thorough understanding of the relevant laws relating to 'Trust Company Business'.
3. Excellent understanding of the duties and responsibilities of a Fiduciary business
4. Thorough understanding of industry best practice in relation to Trust and Company administration
5. Minimum of 7 years relevant industry experience
6. Attention to detail and accuracy
7. Strong numeracy and analytical skills.
8. Ability to understand Trust and company legal documents
9. Strong IT knowledge and proficiency with relevant IT applications
10. Works collaboratively with peers and colleagues
11. Ability to demonstrate effective communication and relationship skills
12. Able to motivate and support colleagues through periods of change
13. A competent understanding of taxation and how this affects trust and corporate structures

Quote job ref: 15512