05 Oct 2021

Fiduciary Officer

Ref 33816

Our client is seeking a Fiduciary Officer to join their team for a 3–6-month period, to report directly to the Associate Director.  The role necessitates a wide range of responsibilities and a variety of duties which include all aspects of administration for a portfolio of Trusts, Companies and Pension Schemes.

Key responsibilities:

  • 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

The desirable candidate for this role will have 5 years’ experience in the fiduciary services industry, be professionally qualified (e.g. STEP, ICSA) or qualified by experience and have been acting as a Signatory at their previous employer.  They will also have good organisation and communication skills, adaptable and self-motivated and previous Navision experience is desired.



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