Purpose of the role:
The Fiduciary Review Team Leader ("TL") is responsible for the management of a small team of Trust Officers and the efficient review and administration of the trusts and companies of the business. A TL is expected to oversee the management of the team and have a good working knowledge of all policies and procedures as well as a high level of trust administration skills. The TL is responsible for assisting the team to meet their goals and contribute towards delivering a top quality service to clients. In addition, the TL is expected to provide administrative, technical, product and client related support to Trust Officers and Relationship Managers (“RMs”) of the business and to be an effective communicator.
Responsibilities:
• Day to day management of a team comprising Trust Fiduciary review officers
• Being accountable for key metrics reported to the Fiduciary Services head on a monthly basis
• Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to the companies reputation and franchise
Skills required:
• Has a sound knowledge of fundamental trust law, company law and administrative practice
• Has a fundamental knowledge and understanding of investment instruments and credit concept
• Has a fundamental knowledge of banking products and how they are used in the overall management and administration of family wealth