EBT and Pensions Senior Trust Officer

Responsibilities
Description of the Business Line or Department

Employee incentive schemes include such structures as employee share schemes, share trusts, defined contribution pension schemes, defined benefit pension schemes, bonus awards etc.

The incumbent will take part in the day-to-day operation of the team, which administers a variety of these entities and ensures that they meet all the relevant regulatory requirements.

Summary of the key purposes of the role

• To administer day to day activities for a portfolio of varied and sometimes complex entities, ensuring that operational standards and controls are complied with

• To formulate solutions to client issues

• To take ownership and responsibility for all aspects of the allocated client portfolio and relationships

• To assist with the training, supervision and mentoring of more junior members of the team

Summary of responsibilities

Key responsibilities

• Deliver quality client administration within client expectations, the timeframes required (internal and/or external) and in accordance with undertakings to clients, the policies and procedures in place as well as any legal or regulatory requirements

• Identify issues and proactively formulate solutions for consideration by the management team

• Liaise with clients, advisors, intermediaries, and other stakeholders both internal and external

• Comply with local legislation and departmental/SG Group procedures

• Ensure that own workload is processed efficiently and completed in accordance with established deadlines

• Assist in delivering internal and external projects as required by the business

• Debtor control and fee preparation for own clients

• Assist in motivating, training and the development of the junior administrators, whilst continuing to improve own ability and performance

• Provide clear direction when delegating tasks, and maintain oversight and control over such tasks

Profile Required
Competencies

• Good understanding of the relevant laws of the Jersey and Guernsey jurisdictions.

• Thorough understanding of the features of the different types of employee incentive structures

• Extensive working knowledge of Microsoft packages including Excel, Outlook, and Word

• Excellent numeracy skills

• Ability to understand routine and bespoke documents, and critically evaluate financial statements

• Ability to deal with conflicting demands under pressure

• Effective communication and interpersonal skills (oral and written)

• Problem solving

• Accuracy and attention to detail

• Client focus

• Reliability

• Flexibility

• Initiative

• Planning and organisational skills

• Relationship building