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Assistant Manager - Trustee & Client Relationship Team

Purpose of the role:

You will be required to manage CSD workflows and ensure tasks are allocated and completed by TCR (Corporate and Share Plan relationships) in line with deadlines set.

Responsibilities:

  • Deliver tasks to team members, providing support and review throughout the process
  • Ensure tasks are allocated and completed within the deadline set
  • Review completed tasks and monitor workloads
  • Organise team training and ensure CPD is monitored
  • Management of billing and debtor process, with a strong emphasis on recoverability, working in an efficient manner as to minimise teams write-offs and maintain division’s KPIs
  • Hold required knowledge of TCR structures and provide training to other team members
  • Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours, acting as a guide in this respect to more junior members of the team
  • Assist CSDs with reports and statistics for management reporting
  • Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required

Skills required:

  • Ability to collate and present information in a clear and concise manner
  • Awareness of operational risk
  • Previous experience in managing teams at junior level
  • Ability to work to tight deadlines and under pressure
  • Strong telephone and written communication skills
 

Corporate Client

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