Fiduciary Officer or Fiduciary Senior Administrator (depending on experience)

Posted 2 years ago

This role reports to the Associate Director and the role necessitates a wide range of responsibilities and a variety of duties which include all aspects of administrations for a portfolio of Trusts, Companies and Pension Schemes. You will be joining a team committed to delivering excellent service level and client delivery.

KEY RESPONSIBILITIES (included but not limited to)

  • Administering a portfolio of Trusts, Companies and Pension Schemes;
  • Liaising with clients, intermediaries, bankers and investment houses – by email, in letter form and by telephone;
  • Assisting with client entity reviews;
  • Preparation of minutes, written resolutions, and other statutory documentation;
  • Making payments, using online banking software, and in written form;
  • Setting up and maintaining client databases;
  • Closing down processes;
  • Keeping up to date with office procedures;
  • Working closely with all internal departments to help deliver a first class service;
  • Ensure high service levels are maintained and/or exceeded, prompt turnaround of communications and deadlines are met;
  • Keeping up to date with relevant local anti-money laundering legislation and other regulatory requirements;
  • Other general administration duties which arise in the course of day to day business;
  • Understanding of Risks associated within the industry;
  • Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD).


  • Proven track record working within the fiduciary services industry or in a similar position;
  • Preferably 5 years’ experience in the fiduciary services industry;
  • Professionally qualified (eg STEP, ICSA) is desirable or qualified by experience;
  • Have been acting as a Signatory at previous employer;
  • Good organisation and communication skills;
  • Good technical skills and experience related to the role;
  • Pensions experience preferable;
  • Navision experience is desired;
  • Professional, personable and approachable;
  • Accustomed to working as part of a team;
  • Adaptable and self-motivated;
  • Support Directors and Managers to ensure work fulfils compliance and quality standards.


Salary will be commensurate with experience;

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