Core responsibilities:
- Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/ completed in a timely manner;
- Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
- Ensure the delivery of superior client service either personally or through team members as appropriate;
- Identify any training needs for the team and in the absence of a Senior Administrator, provide day to day training to Administrators and Assistant Administrators to build up their confidence and knowledge of Private Client Services;
- Review the teams billing and monitoring of debt collection;
- Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner;
- Provide support and guidance to the teams, as required, with all outgoing correspondence and minutes to ensure accuracy and content are appropriate;
- Undertake the team’s annual appraisals and ensure the team use and complete the appropriate appraisal forms;
- Undertake regular 1 to 1 meetings with team members to ensure awareness of team workloads and deadlines and provide support training as required.
- Undertake periodic reviews of the team’s client files and statutory records to ensure they remain accurate and up to date;
- Implement agreed strategies by developing project plans to meet objectives in conjunction with the senior management team and ensure their delivery, operational effectiveness and compliance with intended objectives;
- Understand and apply agreed policies and business strategies adopted for the conduct of trust company business and ensure compliance of such by the teams;
- Understand and keep updated with all regulatory requirements and share this knowledge with the teams;
- Manage operational risks in accordance with the Company’s professional standards and regulatory requirements, ensuring a complete understanding and adherence to the businesses risk management policies and procedures;
- Service as a “B” class signatory for the Company.
|
|