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Senior Administrator - Fiduciary & Participant Management - Employer Solutions

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 Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours
 

Trust & Company Administration

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