Job Summary:

Ensure that all client and entity reviews are completed in accordance with policy and within specified timescales.

• Manage direct reports in an inclusive manner, maximising the talents of each person
• Responsible for the development and growth of direct reports
• Provide support to team members and wider business units as requested
• Meet objectives as set out in HUB or other software on a timely basis and document challenges that hinder the successful completion of any given objective.
• Identify, define and implement a minimum of one personal objective per annum, in addition to those set by Group/line manager

Job Accountabilities:

Entity Reviews

Undertake reviews in accordance with policy and procedures including:

• Initial Reviews
• Periodic Reviews
• Property Reviews
• Exit Reviews
• Non-Managed Investment Company reviews
• Ad hoc reviews where a specific purpose has been identified and requested by the business
• Assist with the completion of reviews for other Group jurisdictions as requested, applying knowledge, expertise and navigate the challenges of inter group policy & procedure and regulatory requirements
• Assist with training and development of administration staff on an ad hoc basis as identified

Action Points arising

• Raise Review Action Points in a clear and concise manner
• Identify trends that lead to Action points being raised
• Highlight training and development needs
• Provide feedback to line manager and consider any amendment to procedures as required
• Resolve Action Points where required by the business
• Populate data pages with data and information as required
• Apply knowledge and skill and liaise with administration teams to contribute to resolving more in-depth and complex Action points

Registers / Task Workflows

• Update closing data as required
• Maintain property register
• Ensure all property management deficiencies are raised and monitored until conclusion
• Maintain accurate data for internal and external reporting purposes
• Help with processing of Entity workflows for other business units, as and when required

Project Work

• Assistance with internal improvement initiatives as required
• Drafting / updating policy & procedures in line with improvement initiatives

Required Skills:

• Strong communication skills needed to liaise with Directors & Administration teams
• Sound understanding of industry best practices in relation to risk management and mitigation.
• Intermediate excel and word skills required.
• Property administration experience would be desirable.
• Ability to work autonomously and in an organised manner.
• Attention to detail.

Minimum Education and Experience

• 5 + years relevant experience obtained in a trust and company environment.
• ICSA/STEP qualification or similar is preferable.