Fiduciary Position

Posted 3 weeks ago

We are willing to review candidates from Senior Fiduciary Administrator to Senior Officer level however there is only one vacancy available.

JOB DESCRIPTION

Responsible for all aspects of administration for a portfolio of Trusts, Companies and Pension Schemes, reporting to the Assistant Manager.

DUTIES

The duties will include the following:

  • 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;
  • 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);
  • Act as signatory following successful completion of probation.


REQUIREMENTS

  • Preferably 5 years’ experience in the fiduciary services industry;
  • Hold a professional qualification (eg STEP, ICSA) or qualified by experience;
  • Have been acting as a Signatory at previous employer;
  • Good organisation and communication skills;
  • Polite manner when dealing with clients, intermediaries and other Concept personnel;
  • Smart appearance and a good ambassador for Concept Group;
  • Ability to work as part of team and on own initiative;
  • Strong analytical skills and the desire to continuously learn and improve skills;
  • Undertake CPD as required by governing body of professional qualifications held;
  • Pensions experience preferable.


OTHER MATTERS

  • Salary will be commensurate with experience;
  • The standard benefits package applicable to this position will apply;
  • All training required for the role will be provided.


Apply Online

A valid email address is required.