Job Description

An established fiduciary services business is seeking an experienced Senior Administrator who has managed their own portfolio to support an important internal project on a six-month fixed-term contract.

This focused project role will assist with transferring pension structures from private wealth teams into a specialist pensions team, ensuring client records and legal documentation are complete, accurate and ready for review.

Responsibilities include:

• Reviewing client profiles to ensure each client and pension structure has been correctly categorised before legal review.
• Examining documents held within the project data room and identifying the appropriate information for lawyers preparing deeds of retirement and appointment.
• Locating and uploading missing documentation while removing duplicate, irrelevant or unnecessary records.
• Working closely with colleagues to maintain accurate project files, resolve documentation issues and complete each stage within the required deadlines.

The role would suit an experienced trust or fiduciary administrator (5+ years),  enjoys project-based work and is confident reviewing substantial volumes of client and legal documentation. Previous experience of different pension plans would be advantageous, although a strong understanding of trusts is the principal technical requirement.

If you are an experienced trust professional who can hit the ground running and is looking for a focused contract opportunity that will make excellent use of your technical and administrative expertise please apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg.