Senior Fiduciary Officer

3 weeks ago

Saint Peter Port, United Kingdom Northern Trust Corp. Full time

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role/Department:
The role is primarily fiduciary focused and experience in Trust is essential, the role also requires a keen interest in global financial markets and investment assets including private equity, hedge funds and real estate.

The role provides an excellent opportunity to become part of a hugely effective team and work with some of the top global investment houses, consultants and other service providers.

Key Responsibilities and duties:
- Manage a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisors and managers to provide excellent client service.- Balancing client expectations with appropriate fiduciary risk management and diligence.- Adhere to a culture of compliance with regards to policies and regulations.- Prepare minutes and resolutions as required. Execute all necessary authorised documentation and payments.- Prepare proposals for discretionary committees to review and decide upon.- Review of financial statements.- Depending upon the specific client, you may be a point of contact for them in relation to the fiduciary entities on their portfolio. Plan and attend client and advisors meetings.- A signatory of the corporate director, secretarial and trustee companies.- A member of the Fiduciary Discretionary Committee.- Ensure that client structures adhere to relevant regulatory requirements- Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations.- Proactively work within the fiduciary team and internal partners to help identify areas for improvement.- Liaise with other Northern fiduciary teams to gain consistency of service where appropriate.- Advise and educate non fiduciary partners in client and market changes.- Identify opportunities to grow the client relationship and improve their experience.- Build an appropriate network within Northern Trust, to enable you to navigate the various business and control teams efficiently.- Continuous development of your own knowledge to ensure up to date fiduciary best practice understanding.- Understanding of regulatory requirements and changes for both Guernsey and other relevant jurisdictions.- Develop and sustain a broad technical knowledge across products and services of the Bank and the financial and wealth markets to ensure the business is supported.- Highly professional approach to work and client interactions, especially with regards to privacy of information.- Already qualified, working towards or keen to start, a professional ICSA or STEP qualification or holds equivalent experience.- Applicants must have excellent written and verbal communication skills, good numeracy and computer skills and a positive 'can-do’ attitude.-
- Good analytical skills with the ability to research and understand documents and legislation and be able to explain in simple layman’s terms.- Understanding of market assets and how they are used including private equity.- On the job training will be supported by internal courses, external conferences and relevant professional qualification assistance.

Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

Reasonable accommodation


We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

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