Assistant Trust Manager

Position Summary

This role reports to the Trust Manager and has the following key responsibilities: 

  • Assist with the management of a team of administrators in all aspects of trust and company administration and support the team manager with the day to day running of the team and its systems
  • Assist the team manager to ensure that the team’s utilisation and other targets are met and that all internal and regulatory requirements are adhered to
  • Become familiar with all clients within the team and take responsibility for the day-to-day management and administration of an allocated portfolio of clients
  • Manage and delegate tasks to the team members and assist them with tasks and training as appropriate;
  • Handle and resolve complex/unusual operational and managerial problems that are referred to from above and below with support from the Team Manager / Directors;
  • Roles reporting to this position will be Officer, Senior Administrator, Administrator (where applicable).

Specific Duties:

  • Build and maintain solid relationships with clients and intermediaries
  • Responsible for meeting deadlines whilst providing high standards of client service
  • Maintain an up-to-date knowledge of regulatory requirements for the Company’s clients
  • Assist the Team Manager to ensure that debtors are kept to a minimum and to provide details to senior management as and when required
  • Responsible for ensuring/facilitating the training and development of administration staff in the team as and when required
  • Manage the team with the support of the Directors in absence of the Team Manager and attend management meetings as and when required
  • Contribute towards the enhancement /development of internal practices and procedures; and
  • Assist with the provision of regular management information to senior management which clearly identifies the progress and position of the team.

Other Requirements:

The successful candidate will ideally have:

  • A relevant professional qualification e.g. STEP or ICSA;
  • A minimum of 5 years relevant experience in the trust industry
  • Demonstrated a sound knowledge of trust and company administration, recording of financial transactions, understanding of financial reports and relevant regulatory requirements
  • A proven track record of client service excellence
  • Evidence of successful client engagement experience
  • Demonstrated ability to meet billing/cash collection targets and deadlines;
  • Demonstrated strong communication, interpersonal, influencing and negotiation skills;
  • The ability to drive and execute tasks and manage others to do so;
  • The ability to foster collaboration and teamwork; and
  • Previous management experience is desirable but not essential.