- Deliver high quality service to customers by accurate, timely completion of all assigned  tasks and requests for information

- Ensure Valuations are completed in an accurate and timely manner
- Organise workload and Team members in an efficient and effective manner
- Carry out duties in accordance with procedures
- Work closely with Manager on various processes / projects
- Ensure all fees / expenses are paid on time
- Reconcile all queries in a timely, accurate and appropriate manner.
- Manage any potentially difficult situations which may impact on the clients by   developing a close working relationship with client services.
- To proactively and effectively establish a level of client knowledge ensuring all requirements are met and allow the team build the relationship further.
- Proactively seek to identify and improve current core procedures.
- Seek to learn quickly and strive to continually improve service offered.
- Encourage others to come forward with ideas.
- Look to meet and improve the preparation of client reporting.
- Assist other colleagues.
- Act as effective team leader within the unit and with other units by imparting knowledge as appropriate.
- Deliver training /coaching effectively.
- Provide objective and regular feedback to staff.
- Liaise with other units – Shareholder Services, Trustee, Data Management, Control etc.
- Liaise with clients – Develop a close working relationship with our clients in order to deliver the highest quality service in an accurate and timely manner.
- Consistently prioritise team goals above individual goals.
- Manage the team in order that all deadlines are met in an efficient manner.

Business
- Understand risk in own team, help others to understand this and to recognise that risk is everyone’s responsibility.
- Respond flexibly to the needs of the current situation, amend own work program to deliver desired outputs.
-Perform tasks of defined processes or procedures and check for errors. Ensure procedures in relation to all tasks are adhered to.

Management
- Support the implementation of business plans.
- To be viewed as a role model in the team.
- Manage the allocation of the workload in a fair and efficient manner.
- Delegate appropriately.
- Become involved in small to medium size projects.