Trust & Company Manager

• Actively contribute to initiatives to improve processes to drive operational excellence
• 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
• Liaise closely with Team Members, ensuring any business opportunities are identified and followed up
• 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
• Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
• Ensure appropriate allocation of clients within the team and ensure clear cover in place in connection with absences
• Responsible for the take on of new business for the team and ensuring that new business is processed smoothly and efficiently
• Assist where appropriate any CSD's / Fiduciaries with a programme of regular client and advisor visits and attend if required
• 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.
• Provide Senior Manager with support with regard to the regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio.
• Responsible for ensuring all business KPI's for your Client Portfolio are effectively managed, controlled achieved in accordance with ongoing business requirements
• Competent interviewer, recruiting talented individuals
• Responsible for the management of the team and the administration of client entities administered by the team
• Provide technical support to Client Administration Teams in connection with their client structures and the execution of complex client transactions
• Ensure team members receive appropriate training and that individual staff responsibilities are clear. Identify and address development needs and encourage self-development
• Participate in budget setting as required

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

Your specialist: Anne Murray

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Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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