Purpose of the role:
Oversee the effective management of a team/division, ensuring a professional and comprehensive trustee and administration service is provided to existing and prospective clients and in line with strategic objectives set by the Group Board.
Responsibilities:
- Arranging and following new business take on process to include due diligence analysis at plan take-on
- Through effective analysis and management of the team/division and their resulting performance, ensure any knowledge gained is factored into the planning and formulating of the team’s/division’s own strategy, resources and procedures and ultimately the divisions annual business plan
- Create and ensure alignment of team/division’s strategy to overall strategic objectives and KPIs set by the Group
- Oversee the administration, timely billing, fee collection, management of debtors and population of income to target relative to the clients within the team’s portfolio
- Arrange client meetings, engagement and maintain strong client relationships
- Fulfil the function of “Client Services Director” on appropriate client entities
- Responsible for maintaining a good standard of corporate governance within the team, ensuring any legal, tax or statutory requirements are adhered to
Skills required:
- Excellent understanding of trustee and company risks and responsibilities
- Excellent client handling skills
- Ability to investigate and respond to client queries
- Excellent time management skills with ability to work to tight deadlines and under pressure
- Ability to organise and manage multiple priorities using own initiative