Assistant Manager, Closures

Job Description

Responsibilities:

• Manage a book of closing and exiting entities working within a team completing procedures and undertaking a variety administrative tasks. Taking responsibility for complex closures and presenting to the appropriate decision-making body with options and recommendation.

Tasks:

Tasks during the project include:

• Take ownership of action points related to closing entities following our closure procedure and undertaking administrative tasks.
• Administer a complex and varied portfolio of closing and exiting entities requiring technical ability.
• Provide support to the client managers to complete closures and support none admin skilled staff within the team.
• Undertake client communication when required with the Client Administrative Teams to ensure an effective exit working with the Client Administrative Teams, undertaking key administrative tasks.
• Escalate, provide written briefs including solutions options and recommendations for complex closures requiring business decisions.
• Work with outsourced teams to progress actions using established work management frameworks and in liaison with oversight managers as required.
• Follow the closure process working with departments across the Private Wealth business taking ownership of completing tasks to ensure a smooth exit.
• Track and report on progress as required.
• Participate in client closure meetings, convene relevant staff to brief and progress closures and exits.
• Record time spent appropriately and contribute to closure data analysis.
• Act as an effective member of the fiduciary team brining extensive administrative and trust experience to work within and operator as a leader within the closure team.
• Engage with wider group and regional closure projects as required.