Monday 30 January 2023
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Senior Administrator - Fiduciary & Participant Management - Employer Solutions

Trust & Company Administration Enquire


Hours:Full Time

Full Description

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. Responsibilities: 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

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