Senior Administrator - Fiduciary & Participant Management - Employer Solutions
Trust & Company Administration
Purpose of the role:
You will be required to provide execution and trustee review preparation for the division, specifically in relation to recommendations for bespoke investment transactions.
Ensure tasks are completed and all action taken within the deadlines set and in a timely manner
Preparation of non-standard and complex recommendations for the division from review of the recommendation through to execution of the transaction
Assist in maintaining relationships with UHNW and HNW participants
Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
Assisting with client and participant queries
Documenting trustee decision making, sourcing legal and tax advice where appropriate
Build required knowledge of plan structures
Awareness and adherence to contractual and statutory obligations under the Groups policies, procedures and guidelines, including the Groups core values and expected behaviours
For more information please visit https://jobs.axalleine.je/job/senior-administrator-fiduciary-and-participant-management-employer-solutions-1408.aspx.
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