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Head of EBTs and Pensions

Finance Enquire

Type:

Full Time

Full Description

The role is in the EBTs and Pensions business line within Structured Investor Solutions & Lyxor which provides administration and trustee services to employee incentive and pension schemes.

Job Description

To lead the management of the EBTs and Pensions team, ensuring that it is adequately resourced and equipped to provide a high quality service within a regulatory compliant framework and achieving corporate objectives in a risk controlled environment.
To take part in the day-to-day operations of the EBTs and Pensions business line and manage the relationships with clients, intermediaries and other stakeholders.
To provide input and support as necessary to other parts of the department/business as a member of the Management Team.
Line reports - Directors/Managers/Assistant Managers/Senior Officers/Officers/Assistant Trust Officers

Responsibiities

Lead the management, motivation and development of the EBTs and Pensions team § Management and development of client relationships
Manage the delivery of 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
Act as Director for client/internal entities as necessary § Member of internal committees, etc. as necessary
A signatory
Debtor control and budgetary control within area of responsibility
Liaise with clients, advisors, intermediaries, etc. both internal and external
Involvement in business planning and budget setting with ownership for the EBTs and Pensions business line
Agree targets and standards as member of the Structured Investor Solutions & Lyxor Management Team towards achieving company objectives
Monitor client service standards
Responsibility for deliverables and KPIs for the EBTs and Pensions business line
Monitoring compliance with local legislation and departmental/SG Group procedures
Ensure that policies and procedures manuals are kept current with regulatory/legislative developments, SG Group requirements and best practice
Identifying and implementing policies and procedures in the department to ensure compliance with laws, regulations, undertakings to clients and good practice together with the monitoring of same
Management of your line reports whilst monitoring and reporting on their individual performance, including performance appraisals, personal development plans and regular one to one meetings
Recruitment of team members § Supervise the staff training programme for area of responsibility
Assist in the business development of the Structured Investor Solutions & Lyxor department General administration duties and ad hoc projects

Competencies and Work Experience

Minimum of five years managing a team providing trust and company administration services
Meet relevant management requirements of local Trust Company Regulation
Accuracy
Analytical thinking
Attention to detail
Budget & Cost controls
Client focus
Decision making
Excellent administration skills
Excellent communication skills (oral and written)
Excellent IT skills – Excel, Word, Navision, etc
Flexibility
Follow up
Implementation
Initiative
Interpersonal skills
Knowledge and expertise – technical and professional
Knowledge of regulatory, industry and legal requirements
Leadership
Measuring and managing performance
Numeracy
Ability to critically evaluate financial statements and understand complex documents
Planning and organisational skills
Problem solving
Relationship building
Reliability