Trust Manager - Pensions - Performance and Reward



About Intertrust
Intertrust is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has around 3,500 employees in more than 30 jurisdictions in Europe, the Americas, Asia and the Middle-East. Intertrust delivers high-quality, tailored fund, corporate, capital market and private wealth services to its clients, with a view to building long-term relationships. The Company works with global law firms and accountancy firms multinational corporations, institutions, fund managers, high net worth individuals and family.

Your Position
Innovative and efficient incentive arrangements provided by employers through trust structures often provide the competitive edge that an employer needs. Our global Performance & Reward Management (PRM) team delivers complete, pragmatic solutions in this rapidly developing trust arena. You will be committed and driven towards achieving excellence for you and your clients in addition to being proactive and forward thinking.

Technical Attributes
•    Collaborate with your team to manage a selected portfolio of client reward structures, potentially including Pension and Savings Trusts and employee benefit trusts (EBT’s)
•    Be proficient at managing large data sets on Excel and be experienced in using online client administration systems to manage plan data
•    Provide trust technical support to the team administrators, senior administrators and assistant managers
•    Provide operational support and expertise to the trust administration team
•    Ensure that all policies and procedures are implemented for your clients
•    To be proactive in keeping an up-to-date awareness of current industry issues, e.g. changes in legislation which relate to your clients

Client Care
•    Manage key client and intermediary relationships
•    Ensure client records are clearly updated with all correspondence
•    Communicate openly and honestly with clients on a regular basis
•    Ensure team achieve the Intertrust service standards
•    Conduct meetings, produce minutes, resolutions and any other administration duties requested
•    Maintain client documents with integrity, clearly updating all correspondence
•    Pro-actively complete client take-on process and on-going reviews of clients
•    Be committed and driven to achieving excellence for themselves and their clients
•    Conduct client and intermediary visits as required
•    Have the delivery of enhanced client service at the forefront of every action

People & Team
•    Assist the Client Director / Director in supervising staff within the team including, mentoring, counselling, compliance with standard policies and procedures, recruitment, discipline, resourcing, training and development
•    Be approachable and accessible to your team members, offering guidance and development when required and assist in identifying any training needs
•    Provide new, innovative ideas on how to improve the efficiencies of daily tasks
•    Take care of, and establish good relationships with all suppliers, team members and clients
•    Review and manage the workload of team administrators on a daily basis reporting upwards to senior management

•    Assist in the management of the financial affairs of the team, including budgeting, monitoring against performance, review of staff time charging, preparation of quotations for potential and existing clients and billing
•    Contribute to the department's strategy for growth and participate actively in team and management strategy sessions
Skills & Expertise
•    Experience in a similar role, such as pension and savings, employee benefits or private trust arrangements
•    ICSA/STEP/ACCA qualified
•    Be able to demonstrate comprehensive experience within a trust administrative environment
•    Knowledge of local legislation/Corporate Governance
•    Strong people management skills and the ability to inspire and develop junior staff members
•    Effective communication and interpersonal skills
•    Ability to formulate, consider and select the most appropriate solutions
•    Ability to work effectively in a team

Apply for this role

Vacancy search

Related stories