Fiduciary Specialist Assistant
Core
Provide administrative, operational, and sales support to the Fiduciary Specialist team to manage client processes, ensure data accuracy, and drive client retention.
Role type
Administrative Assistant (Fiduciary Services)
Builds
Client service experiences, trust documentation, and revenue retention reports
Domain
Financial Services / Wealth Management / Trust Administration
Deliverable
product features
Required skills
Document preparation, data capturing, diary management, client onboarding, regulatory compliance support, financial reporting, stakeholder communication
Preferred skills
Trust process exposure, high-net-worth client support, advanced regulatory knowledge, financial systems proficiency
Responsibilities
Prepare client proposals and reports, track trust documentation lodgements, monitor revenue and costs, liaise on tax matters, maintain client records, support team objectives
Seniority
Individual Contributor, mid-level support