Help deliver exceptional fiduciary services while building lasting relationships with private wealth and family office clients in a role offering variety, responsibility and professional growth.
The Role
Join a collaborative team supporting a portfolio of client entities and complex fiduciary structures
About You
You will be an organised and client focused professional with a strong fiduciary administration background.
The Reward
The Role
Join a collaborative team supporting a portfolio of client entities and complex fiduciary structures
- Administer a portfolio of client entities ensuring accuracy, compliance and excellent client service
- Manage trust, company and foundation structures and maintain audit ready records
- Prepare client documentation including resolutions, board minutes, agreements and instructions
- Conduct KYC reviews, risk assessments and compliance monitoring activities
- Support and mentor junior colleagues while assisting senior team members with client delivery
About You
You will be an organised and client focused professional with a strong fiduciary administration background.
- Previous experience within fiduciary, trust or company administration
- Strong understanding of trust and company structures and fiduciary principles
- Proficient in client administration systems and Microsoft Office
- Excellent written and verbal communication skills
- Able to manage multiple priorities while maintaining accuracy and professionalism
The Reward
- Exposure to private wealth and family office clients
- Opportunity to work with complex and multi jurisdictional structures
- Ongoing professional development and mentoring
- Collaborative and supportive team environment
- Broad client facing responsibilities with scope for career progression