Job Description
To provide high-quality administrative, operational, and sales support to the Fiduciary Specialist team by ensuring efficient management of client processes, accurate data handling, and timely follow‑ups. The role aims to enhance client experience, support revenue retention, and ensure compliance with legislative and internal governance requirements while enabling fiduciary specialists to focus on advisory delivery.
Key Responsibilities
Client Service & Stakeholder Management
Deliver exceptional client service by providing proactive, innovative, and appropriate solutions that exceed expectations.
Build and maintain strong working relationships with internal stakeholders (SMEs, Advisors, Managers) and external clients.
Ensure professional and timely communication with clients regarding outstanding information and process updates.
Operational & Administrative Support
Provide end‑to‑end administrative support to the fiduciary team, including...