21 Sep 2020

Senior Fiduciary Administrator/ Senior Officer

Ref 33196

Our client is seeking a Senior Fiduciary Administrator/ Senior Officer to be responsible for all aspects of administration for a portfolio of Trusts, Companies and Pension Schemes, reporting to the Assistant Manager.

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
  • 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.

The ideal candidate will preferably have 5 years’ experience in the fiduciary services industry, hold a professional qualification (eg STEP, ICSA) or qualified by experience and have been acting as a Signatory at their previous employer.

 

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