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Provides strategic leadership and governance oversight across private client and fiduciary structures. Acts as a director or trustee, advises high-net-worth clients, oversees regulatory compliance and risk, leads teams, supports strategic transformation, and manages relationships with regulators, advisers, and senior stakeholders. The role requires substantial fiduciary, board-level, wealth structuring, tax, and regulated-business experience.

Supports the administration of trust and company structures for private wealth clients. Responsibilities include maintaining client records and corporate documentation, coordinating routine administrative activities, assisting with billing and invoicing, applying regulatory requirements, monitoring client matters, escalating risks, and supporting team projects. The role offers early-career development in trust, corporate, and private client services while working collaboratively with administrators, managers, and directors.

Manage trust and company administration for private wealth clients, including complex entities, statutory governance, tax compliance, client correspondence, meeting documentation, accounting oversight, billing, records, reviews, and regulatory risk escalation. Serve as a primary client contact, coordinate with finance and directors, and mentor junior colleagues while supporting managers and team development.

Manage a portfolio of trusts, companies, and private wealth structures for international clients. Responsibilities include building client relationships, supporting transactions and governance activities, meeting regulatory requirements, collaborating with accounting, compliance, and finance teams, and improving client experience, risk management, and operational performance.

Provides company secretarial and corporate administration services for Bermuda-based and international clients, primarily in insurance. Coordinates board and shareholder meetings, maintains statutory records, manages corporate actions, completes regulatory filings, supports incorporations, conducts KYC reviews, and assists with billing. Builds client and regulator relationships while ensuring governance, compliance, and corporate obligations are fulfilled.

Provides compliance consulting to investment management clients, supporting regulatory filings, registrations, examinations, marketing reviews, trade surveillance, communications monitoring, regulatory change assessments, issue investigations, and compliance training. The role requires client-facing communication, accurate documentation, and practical guidance across SEC, CFTC, NFA, and state regulatory obligations.

Manage a portfolio of insurance clients while delivering accounting, administration, financial reporting, regulatory support, and operational services. Prepare and oversee US GAAP and IFRS reporting, support Bermuda insurance filings and stock exchange activities, maintain relationships with auditors, regulators, brokers, banks, and service providers, and contribute to client growth and process improvement.

Own accounting and financial reporting for designated jurisdictions, including management accounts, statutory statements, tax returns, reconciliations, treasury support, audits, regulatory filings, and group consolidation. Provide technical accounting guidance, support process improvements and automation, and coach junior finance colleagues. Collaborate across jurisdictions with auditors, stakeholders, and finance teams to deliver accurate reporting and business insights.

Supports client onboarding, corporate administration, governance, statutory filings, and ongoing management of debt structures and securitisation vehicles. Builds relationships with clients, advisers, banks, regulators, and external partners; coordinates meetings, documentation, issuance and redemption processes, records, billing, and client service activities. The role requires strong financial-services administration knowledge, attention to detail, organisation, and communication skills.

Leads Bermuda’s ongoing monitoring program, including periodic client reviews, trigger events, risk reassessments, sanctions and PEP screening, adverse media reviews, and transaction monitoring investigations. Owns complex and high-risk cases, provides technical oversight and escalation support, tracks team performance and quality, and partners with senior stakeholders and regulators on audits, inspections, reporting, and control improvements.