Assistant Manager – Trustee and Client Relationships

ROLE OVERVIEW

PURPOSE OF JOB

This assistant will report into a Manager/Client Services Director within the Corporate Trustee and Client Relationship Team. The team deals with all aspects of trusteeship and administration relating to (but not limited to) International Pension Plans, Savings and Gratuity Plans, QROPS & EFRBS along with domestic pension plans.

 The role holder will be required to manage, or work with, a team of administrators in order to facilitate administrative tasks in relation to actions agreed by the client manager/director that require implementing on client portfolios. Liaison with internal and external clients and stakeholders.

MAIN RESPONSIBILITIES AND DUTIES

• Preparing Minutes to formalise Trustee decisions.
• Monitoring regular trust contributions against requirement for reporting non receipt.
• Arranging the management and training of junior members of the team if applicable.
• Ensure a professional service is provided to clients and intermediaries.
• Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met.
• Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
• Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs.
• Arranging invoice settlement.
• Arranging payments.
• Arranging investment switches.
• Periodic trust reviews incorporating AML and risk reviews and collation of client due diligence for new and current business.
• Approved fund range review.
• Assisting with Trustee review of accounts.
• Collaboration with internal teams to service clients.
• External communication with members and clients.
• Supporting and mentoring team members.
• Reducing risk of error by preparing and following set procedures.
• Ensuring careful consideration is given to all communications made externally – standard JTC format to be applied.
• Ensuring all work is completed in a timely manner and is accurate.
• Taking part in ad-hoc project work and new client take on — any project deadline will need to be met along with daily workloads.
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML, TF & PF legislation.
• Adhere to JTC core values and expected behaviours, and any other duties as deemed necessary by Management.
• Dealing with team HR matters if relevant.
• Ensuring team targets are met.
• Adherence to requirements for schemes registered under The Pension Scheme and Gratuity Scheme Rules and Guidance, 2021 made in accordance with The Regulation of Fiduciaries, Administration Businesses and Company Directors, etc. (Bailiwick of Guernsey) Law, 2020.
• Occasion travel to other JTC offices or accompanying a client director to meet clients.

ESSENTIAL REQUIREMENTS

• Ability to work independently and in a team environment.
• Good organisational and time management skills, proactive.
• Attention to detail.
• Understanding of trust principles.