Who will I be working for?
You will be joining a multinational financial services company providing innovative financial products and services across the world. This attractive fiduciary role has one of the best benefits packages we have seen this year.
Who will be working with me?
You’ll be a part of a supportive team where you can make a valuable contribution by coaching your fellow fiduciary associates. On a daily basis, you will collaborate with various professionals, including lawyers, accountants, investment managers, tax advisors, and clients.
How will I make a difference?
You will be responsible for one large high net worth client, ensuring professional oversight and support for the broader team as needed. The portfolio includes trusts, underlying companies, and LLC structures, with responsibilities encompassing administration, directorship, and investment activities.This is the perfect opportunity for you to demonstrate your leadership and strategic thinking capabilities in identifying gaps in existing solutions.
What do I need?
This is a role for an experienced accounting/ fiduciary professional with trust experience and top-notch interpersonal, analytical, and presentation skills. You’ll have with five years minimum of relevant work experience within a fiduciary or legal firm and be capable of performing well in a fast-paced environment. You’ll need a solid understanding of trust, compliance and risk management. STEP members will have a distinct advantage.