Fiduciary Officer or Fiduciary Senior Administrator (depending on experience)
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).
ATTRIBUTES AND EXPERIENCE
- 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.
ADDITIONAL INFORMATION
Salary will be commensurate with experience;