Walkers is looking for a Fiduciary Services Executive to join our team in Cayman. In this role, you will be responsible for the administration of a portfolio of companies, partnerships, funds, and trusts, working closely with internal and external clients. We need a commercially minded, proactive individual who takes ownership and communicates clearly.
What You'll Do
- Administer and manage the day-to-day operations of a portfolio of fiduciary structures.
- Assist with client onboarding, KYC requests, GIIN applications, and U.S. tax form completion.
- Review and assess potential new business, including detailed analysis of transaction documentation.
- Review deal documentation, identify structural issues, manage tight timelines, and liaise with clients and external counsel.
- Assist directors with reviewing board packs, financial statements, and preparing for board meetings.
- Prepare corporate and transaction documents for execution and distribution.
- Interpret board and shareholder resolutions to update corporate records accurately.
- Maintain precise minute books and transaction records.
- Input and maintain accurate entity and transaction data across internal systems.
- Keep well-organized electronic client files in line with internal procedures.
- Manage the billing process and accounts receivable for your portfolio.
- Ensure all regulatory and compliance requirements are met.
- Maintain proprietary databases from client onboarding through transaction closing.
- Assist with completing pre- and post-closing checklists.
- Initiate, lead, or assist with ad hoc projects and process improvement initiatives.
- Assist with training and supervising junior staff.
- Handle file set-up and close-out procedures.
- Complete other administrative tasks or projects as directed by senior management.
What We're Looking For
- Minimum of an Associate's degree or equivalent with at least four years’ experience in fiduciary, fund services, corporate services, or financial services.
- Excellent interpersonal, written, and verbal communication skills.
- Strong sense of professionalism, accountability, and pride in delivering high-quality work.
- Strong appreciation for corporate governance and regulatory compliance.
- Proactively seeks opportunities to improve systems and processes.
- Self-motivated, able to work independently and collaboratively as part of a global team.
- Highly organized with strong attention to detail.
- Able to manage competing priorities and work under pressure with minimal supervision.
- Working knowledge of Microsoft Word, Excel, and Outlook.
Nice to Have
- Holds a professional accounting qualification (CA, ACA, ACCA or equivalent) or a relevant degree in law or finance.
Technical Stack
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Benefits & Compensation
- Discretionary performance-based bonus
- 5 weeks' vacation
- Pension
- Fully covered health insurance
Work Mode
This role is based locally in our Cayman office.
Walkers global is an equal opportunity employer. Equality and diversity are key to our global identity and an integral part of our goal to continue being an employer of choice.
