About this opportunity
Our client is an international firm of Chartered Accountants and Trust Advisers, and has operated for over 80 years. The firm specialises in Accounting, and Corporate and Trust Administration services, with a worldwide network of offices that spans the globe covering United Kingdom, Australia, British Virgin Islands, Cayman Islands, Bermuda, Guernsey, Jersey, New Zealand, Singapore and Switzerland.
The firm is currently seeking a professional, ambitious and motivated individual to fill the post of Fiduciary Senior. The holder of this position will report directly to the Head of Client Services and will be engaged in the set-up and ongoing administration of companies and trusts for which the firm acts as director and/or trustee.
The duties of the Fiduciary Senior shall include, but not be limited to, the following:
- Managing a portfolio of companies and trusts, including acting as the principal point of contact for clients, lawyers, banks and other intermediaries
- Preparing minutes and resolutions for trustee and director actions being taken
- Opening and administering bank and investment accounts, including review of mandates, and monitoring performance against guidelines and benchmarks
- Considering trust distribution requests including review of trust documentation to ensure compliance with fiduciary duties
- Considering and processing corporate transactions including property and investment proposals;
- Arranging payments including considering accounting treatments
- Supporting compliance in gathering of KYC documentation and identification of key persons for AML and beneficial ownership purposes
- Review, analysis and initial approval of financial statements, prepared either in-house or by the clients’ own advisers
- Identifying reportable balances for CRS and FATCA purposes
- Review and approval of tax returns and other required filings
- Performing annual trust and company reviews, identifying and resolving issues
- Raising and settling of the firm’s own invoices, including responsibility for overdue debt
What you’ll need
The successful candidate should:
- Be STEP qualified, or working to achieve the TEP designation
- Be a qualified account, lawyer or carry an equivalent professional qualification
- Have a working knowledge of trust and company law
- Have a working knowledge of CRS, FATCA and general tax matters
- Have the ability to solve problems and address technical queries in a commercial and effective way
- Have at least 5 years’ experience in a similar role
- Be personable, efficient, diligent, thorough and accurate
- Possess the ability to communicate effectively, both verbally and in writing, at all levels both internally and externally
- Be a strong team player and relationship builder and actively participate in team activities, both in and out of the office
- Have a ‘can do’ attitude, be a strong self-starter and be able to self-manage
How to apply
- To apply, attach your résumé or include a link to your LinkedIn profile
- If you don’t provide one of the above, we can’t progress your application
In the next step of the application process, you’ll be asked to select which jurisdictions are of the most interest to you.
In the event that you are not shortlisted for this particular vacancy, your details will be held on file and considered for other relevant opportunities.
Apply on the webpage here.