Overview
What is the Opportunity?
You will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services (PCFS) business. You will be designated a list of fiduciary entities (for example, trusts, companies, foundations and nomineeships) as agreed from time to time. You will be involved with complex and bespoke services provided to these entities with the support of Fiduciary Management, Fiduciary Structure Management and Professional Services Group teams.
What will you do?
Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group.
Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM).
Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management.
Analysis of client requests with reference to the Fiduciaries where appropriate for technical input.
Assist the Fiduciaries with fee reviews as appropriate in light of current services delivery and requirements to ensure recovery of work in progress (WIP) and fee collection targets as set out in the Business plan and undertake regular reviews of work in progress (WIP) and debtors to ensure recoverability.
Signing client communications in accordance with policies and procedures.
Ensure compliance with our and procedures and assist the Fiduciaries in ensuring all Audit points are addressed.
Undertake where necessary or appropriate, coaching and mentoring roles.
What do you need to succeed?
Must have:
Be studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice.
Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships.
Maintain the minimum annual Continuing Professional Development (CPD) requirements of the held qualification and as required by regulatory authority.
What is in it for you?
We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
A world-class training program in financial services.
Flexible and Hybrid working options fully supported.