The post holder will be responsible for the supervision of a group of administration staff at varying levels and for delivery of specific beneficiary related projects. They will possess a strong understanding of the more complex transaction types and be competent in the execution of those transactions. They will be competent in explaining the implications of any recommended actions from a tax and trust perspective in a clear and comprehensive manner. They will be responsible for the supervision and development of staff within the team and for driving continuous improvements of process.

RESPONSIBILITIES:

• Supervising, mentoring and developing the team
• Ensure that all administration and client service issues are attended to in accordance with the department service standards and Procedures Manual
• Competent in reviewing all types of recommendations received and determining the most appropriate action under any set of given circumstances
• Manage the allocation of work within the team ensuring all recommendations are logged and delegated in a timely and accurate manner
• Monitor team performance in relation to set service standards and escalate to management any deviations of a significant nature in order to limit complaints or compensation claims
• Competent in the execution and training of other staff on all non standard transactions 
• Competent in the execution of all transaction types

SKILLS:

• Educated to A – level standard or equivalent
• Previous experience of managing teams
• High level of accuracy and attention to detail
• Ability to collate and present information in a clear and concise manner
• Manage upwards and downwards
• Possess good interpersonal skills to allow for a good relationship with clients and colleagues
• Possess the ability to identify cross selling opportunities that are appropriate from a trustee perspective
• Confident in Tax and Trust Matters
• Must set professional and committed example to the team
• Show awareness of overall client and business objectives and how they need to be achieved
• Competent IT skills with thorough understanding of spreadsheet / database use