Employee Incentives Administrator

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JOB PURPOSE

To provide a high-quality administrative service to a diverse portfolio of employee benefit and incentive schemes with timeliness and efficiency.

KEY RESPONSIBILITIES

• Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirements, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
• Ensure that clients are dealt with in a professional manner
• Identify and raise technical issues and potential problems with the Line Manager
• Undertake a variety of banking, investment, and financial transactions within the job holder’s authority
• Control debtors to the level determined by the Line Manager and minimize credit notes issued
• Be able to demonstrate and awareness of risk management
• Understand TMF Code of Conduct and values
• Provides guidance on basic tasks to colleagues in the immediate team
• Manages personal workload effectively
• Responds to and anticipates client needs in a timely and professional manner
• Listens actively, considers people’s concerns, and adjusts own behavior in a helpful manner
• Consistently strives to provide quality service
• Implements the necessary steps of the service process
• Handles complaints and difficult customers in positive and effective manner, considering global and cultural differences
• Takes responsibility for obtaining and sharing required information with others
• Works with more junior members of the team with the view to assist with their ongoing development
• Understands clients, identifies their needs and creates positive first impressions
• Has a good understanding of the technicalities of own role
• Promptly and efficiently completes work assignments
• Good understanding of how the immediate team interacts with other teams in function to deliver results
• Attend networking events and promote the business to connectionsBuild and maintain relationships with legal, investment and banking connections

PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

• Will take advantage of learning opportunities to meet the needs of the current job
• 1-3 years of experience within the Trust/Pension industry
• Possesses or is willing to study towards a relevant professional qualification (STEP/ICSA)
• Good time management skills and interpersonal skills.
• Able to communicate (verbally and through written work) information in a clear and concise
• Interprets instruction accurately
• Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook).
• Fluent in both written and spoken English

COMPETENCIES

Operation Excellence:

• Strives for high standards of delivery to clients
• Will take advantage of learning opportunities to meet needs of current job
• Has a good understanding of processes needed to undertake the role successfully

Commercial Awareness:

• Has a good understanding of how immediate team interacts with other teams in functionto deliver results
• Understands and applies control and risk governance frameworks consistently

Leadership and Resource Management:

• Provides guidance on basic tasks to colleagues in immediate team
• Manages personal workload effectively

Interpersonal Skills:

• Responds to and anticipates client needs in a timely and professional manner
• Listens actively, considers people’s concerns and adjusts own behavior in a helpful manner

Client Excellence:

• Consistently strives to provide a quality service
• Implements the necessary steps of the service process
• Handles complaints and difficult customers in positive and effective manner, taking into account global and cultural differences
• Takes responsibility for obtaining and sharing required information with others
• Understands clients, identifies their needs and creates positive first impressions

Compliance:

• Acts with the highest level of integrity at all times
• Act in the best interests of TMF (taking into account the interests of TMF customers, where appropriate)
• Act in a professional manner and produce accurate and timely work product
• Will be clear, open and transparent in your communications with TMF colleagues and customers
• Promptly report any issues (or possible issues) you identify to your manager (or an appropriate member of the senior management team) for consideration and resolution
• Never make any statement that is misleading, false or deceptive
• Acts with the highest level of integrity at all times