Fiduciary Specialist

Hire Resolve is seeking a highly skilled Fiduciary Specialist to join our client, a premier organization specializing in investment and wealth management. This exciting opportunity is perfect for an experienced professional eager to contribute to a dynamic team that provides bespoke financial planning, estate structuring, and tax optimization solutions to high-net-worth individuals, families, and institutions.

If you are passionate about delivering exceptional fiduciary services and are looking for a role that combines relationship management with technical expertise, this position is ideal for you.

Responsibilities

• Advising on and forming new trusts.
• Ensuring that all trusts comply with administrative and legal requirements (with the assistance of a Fiduciary Administrator).
• Managing relationships with fiduciary clients.
• Advising on and preparing draft wills.
• Acting as executor in client estates (with assistance from the estate administration team).
• Conducting periodic reviews of trust deeds and structures to ensure alignment with clients’ objectives, legal compliance, and tax efficiency.
• Overseeing adherence to regulatory requirements such as anti-money laundering (AML) and tax transparency laws.
• Educating clients on fiduciary structures, legal implications, and best practices to ensure informed decision-making.
• Assisting clients with cross-border fiduciary structures, addressing jurisdictional complexities, and managing international estate issues.

Requirements

• Essential: LLB degree or other relevant academic qualification.
• Advantageous: Tax qualification.
• Minimum 5 years of experience in the fiduciary industry.
• FPSA designation or equivalent knowledge and experience.
• Understanding of and experience in company administration will be advantageous.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to operate effectively in a high-net-worth professional environment.
• Strong client service orientation.
• Ability to prioritize tasks, work independently, and meet deadlines.
• Proficient in relaying complex information in an understandable manner.
• Adaptability to dynamic environments.
• Initiative-driven with a positive team-oriented attitude.
• Commitment to a long-term career in the fiduciary industry.

Benefits

• Salary: Negotiable

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
• Please use “Fiduciary Specialist” as your subject line when applying via email

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.