Purpose of the role:
Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio.
Responsibilities:
- Liaise closely with Team Members, ensuring any business opportunities are identified and followed up
- 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
- Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation
Skills required:
- ICSA or STEP Diploma qualified or relevant professional qualification
- Thorough understanding of the relevant laws relating to ‘Trust Company Business’.
- Thorough 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