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1 week ago
**Job Title:** Fiduciary Business Manager
About the Role:We are seeking a highly skilled Fiduciary Business Manager to join our team. As a Fiduciary Business Manager, you will play a key role in setting up trust structures and onboarding clients.
Key Responsibilities:- Maintain accurate records of trust structures and client data according to internal policies and procedures.
- Conduct regular trust reviews to ensure compliance with company policies and regulatory requirements.
- Analyse and address complex legal and accounting issues to make informed decisions.
- Respond to requests from accounting and control departments for information and clarification.
- Identify and highlight potential risks to the company's financial loss or reputation.
- Manage regulatory, risk, and AML responsibilities.
- Maintain fiduciary documentary files and perform record-keeping duties.
- Active management of risk in administering complex structures and regulatory requirements.
- Prepare and present onboarding and periodic reviews of trusts and companies.
- Understand trust and corporate accounting principles to review and approve financial statements.
- Recognise and analyse legal, fiduciary, risk, and accounting issues to propose decisions or actions.
- Maintain profitability through timely fee billings and identification of opportunities to charge activity fees.
- Maintain security of clients and company information by filing sensitive documents accordingly.
- Guide and coach junior team members in day-to-day administration of trusts and companies.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proven experience in trust management or a related field.
- A competitive salary and benefits package.
- Opportunities for career advancement.
- A dynamic and supportive work environment.
We are a leading provider of fiduciary services. Our team is dedicated to delivering exceptional service to our clients.
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