To take management responsibility for the administration for a portfolio of clients, trusts, companies, foundations or other entities;
To assist with the take on of new business from enquiry to New Business Committee;
To assist with regulatory and compliance matters as necessary and to address action points arising from Compliance Committee meetings;
To ensure that the actions of the team assist with the smooth operation of the FTL / Fairway Group Committees;
To manage risk exposure by ensuring that all Policies and Procedures are followed by team members;
To ensure that team members are aware of the need for professional advice and have a good understanding of local Regulatory and Compliance matters;
Monitor the risk profile of matters under administration by the team and ensure that high risk matters receive the appropriate level of attention and monitoring. Escalate any issues arising promptly to other members of the management team and Directors as appropriate;
To take responsibility for situations where team members may require assistance in relation to client relationships and attend meetings with clients and other professional advisers, as required;
To manage the billing and aged debt position of team matters effectively;
During periods of absence, to ensure that the Directors are fully briefed of any anticipated activities which may arise and that adequate resources are available to the team to maintain a high standard of service to clients;
To maintain a good understanding of local Regulatory and Compliance requirements through Continued Professional Development; and
To act as an Authorised “B” Signatory in accordance with the FTL Policies & Procedures.
General Management responsibilities:
To participate in and contribute to meetings and implement decisions taken or carry out any function/activity reasonably required by the Directors or any Committee;
To manage the flow of new business, liaising with Directors etc. to ensure proper allocation and apportionment of new business or tasks to team members with the appropriate skills and experience;
To take an active role in projects within the department to enhance the client delivery and increased efficiently of the business;
To carry out any function/activity required by the Directors from time to time;
To manage the team key performance indicators (“KPIs”) set, ensuring profitability on clients is monitored and managed accordingly; and
Work in conjunction with the other Trust Managers to ensure that the teams work flow is managed and any staff or client issues reported to the board.
People Management Responsibilities:
To effectively manage the operation of a team of administrators to ensure a positive and expeditious approach to all client work;
In addition, Trust Managers will take a role in recruitment, Performance Development Reviews, manage absence and with support and guidance from HR, handle disciplinary and performance issues;
To lead, develop and mentor subordinate team members and provide technical advice and support as required;
To be a good role model and representative of the Fairway brand and values; and.
To manage and set staff KPIs.
Competencies:
The ability to effectively manage and motivate staff;
Excellent interpersonal skills and the ability to meet and communicate effectively with clients and colleagues at all levels;
Good mentoring skills and the ability to develop team members for succession planning;
Good business development skills and ability to maintain and develop a network of intermediaries;
Ability to prepare Proposals for Services for new clients and to take potential clients to New Business Committee;
Assist in the smooth running of all FTL / Fairway Group Committees;
Ability to work under pressure and meet deadlines;
A solution-driven attitude to problems;
Ability to work using own initiative and make decisions within corporate policies; and
Strong time management and organisational skills.
Professional Qualifications and Minimum Relevant Experience:
A minimum of 8 years trust and company administration/relevant experience;
Should hold a “Table B” qualification (or sufficient equivalent relevant experience);
A comprehensive understanding and technical knowledge of Company, Trust and Foundation Administration and relevant laws in addition to the potential tax implications of various structures; and