Join a leading private client services team and take the next step in your fiduciary career. This is an excellent opportunity for an experienced trust and company professional to manage a portfolio of complex structures, build strong client relationships and support the development of junior team members, while working within a collaborative and professional environment.
What you’ll do
- Administer a portfolio of complex fiduciary structures, ensuring the highest standards of client service and regulatory compliance.
- Manage client affairs in accordance with relevant legal, tax and regulatory requirements.
- Build and maintain strong relationships with beneficiaries, investment advisers, bankers, auditors, lawyers and other professional intermediaries.
- Deliver timely, accurate and high-quality administration services while maintaining regular communication with clients and stakeholders.
- Oversee billing and debt management processes, ensuring efficient and proactive management of client relationships.
- Maintain accurate records, meeting minutes and transaction documentation across client structures.
- Support the Manager in the day-to-day running of the team and deputise when required.
- Supervise, mentor and develop junior team members, providing technical guidance and on-the-job training.
- Delegate and oversee routine administration tasks while maintaining accountability for overall service delivery.
- Manage projects and ensure deliverables are completed accurately and within agreed deadlines.
- Take responsibility for key fiduciary processes including FATCA, CRS, payment procedures, periodic reviews and audit-related matters.
- Remain up to date with industry developments, legislative changes and regulatory requirements impacting fiduciary structures.
What you’ll need
- Previous experience administering fiduciary, trust and company structures within a regulated financial services environment.
- A strong understanding of trust and company administration, governance and fiduciary risk.
- Experience supervising, mentoring or supporting junior team members.
- A relevant professional qualification such as STEP, CGI/ICSA or equivalent.
- Excellent organisational skills and the ability to manage multiple priorities effectively.
- Strong communication and interpersonal skills, with the confidence to engage with clients and professional advisers.
- A proactive approach to problem-solving and delivering exceptional client service.
- Strong technical and systems skills, together with a commitment to continued professional development.
- The ability to work collaboratively while taking ownership and accountability for client relationships and deliverables.
Why join?
- Build your expertise managing complex international fiduciary structures.
- Work closely with experienced professionals and a diverse range of clients and intermediaries.
- Develop your leadership capabilities through mentoring and supporting junior team members.
- Gain exposure to a broad range of technical, client-facing and project-based responsibilities.
- Work within a collaborative, professional and growth-focused environment.
- Access excellent opportunities for ongoing career development and professional progression.
More information about this role is available upon request – contact the team today for further details.
