Trust Assistant Manager



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 tasks to the team members and assist them with tasks and training as appropriate; and
• 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