The Role
The LCOT Coordinator will report to the Head of COT, to create uniformity and process efficiency in the coordination between Strutt & Parker’s central Client Onboarding Team (‘COT’) and the Local Client Onboarding Team (‘LCOT’).
Responsibilities
The key responsibilities for this role are to:
- Manage the process and workflows between COT and LCOT
- Ensure optimisation of resource in LCOT to efficiently manage workflows
- Ensure prioritisation of high importance items
- Monitor the workflows of individuals in the LCOT team
- Work with COT to minimise the frequency or number of individual requests on one file
- Ensuring adequate and reasonable chasing of RM’s and clients for outstanding information is occurring in a timely manner
- Highlight latencies and points of concern to Head of COT that could lead to inefficiency within the system and prevent either:
- Agents’ ability to:
- Win instructions
- Market properties in a timely fashion
- Or COT’s ability to complete KYC and CAC forms in a timely fashion to allow the business to fully assess its risk prior to exchange on a deal
- Create consistency in LCOT operations throughout the S&P ecosystem, which includes:
- Circa 50 Offices and Satellite Locations
- Circa 35 LCOTs (The majority of which have a dual role as an office admin and an LCOT)
- two Regional Facilitators
- Circa 500 discrete workflow items per month
- For the avoidance of doubt this role does not infer management responsibility for the LCOTs, who will report into the individual Office heads, but a dotted line reporting structure will exist from the LCOT’s for LCOT purposes
- Management responsibility will however exist for the two Regional Facilitators
- Reporting on a weekly basis the status on outstanding workflows through to Head of COT
Key Skills
- Heightened organisational skills
- Proven experience of managing processes and workflows with excellent planning, and co-ordination skills
- Keen eye for improving processes and workflows
- Able to clearly and coherently report to management
- Ability to co-ordinate others in a collegiate but authoritative manner
- Must possess a composed manner in order to be able to work under pressure, managing and prioritising workloads
- Ability to meet deadlines
- Accuracy and attention to detail
We are proud to offer award-winning benefits to support and reward our employees:
• Heath & Leisure: Health Cash Plan, 25 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
• Financial: Pension, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme - you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt and Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
