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Fiduciary Professional
3 weeks ago
Job Title: Fiduciary Professional
Description:
We are seeking a highly skilled Fiduciary Professional to join our organization. As a Fiduciary Professional, you will be responsible for providing a full suite of trust administration services to clients.
- Onboard new trust structures and manage existing ones effectively.
- Maintain strong relationships with clients and stakeholders through effective communication and relationship management skills.
- Collaborate with the Head of Private Wealth to assign tasks and ensure timely completion.
- Familiarize yourself with governing trust laws and regulations to ensure compliance.
Requirements:
To succeed in this role, you will need:
- At least 7 to 9 years of experience in trust administration.
- Knowledge of STEP qualification and good written and communication skills.
- The ability to work under deadlines and as part of a team.
About Us:
We offer wealth management and trust services to our global clients.
Key Responsibilities:
As a Fiduciary Professional, your key responsibilities will include:
- Providing trust administration services to clients.
- Maintaining client relationships and ensuring effective communication.
- Collaborating with the Head of Private Wealth to assign tasks and ensure timely completion.
- Familiarizing yourself with governing trust laws and regulations to ensure compliance.
What We Offer:
We offer a dynamic and challenging work environment, with opportunities for career growth and development.
Why Choose Us:
We are a leading provider of wealth management and trust services, with a reputation for excellence and integrity.
