Fiduciary Services Executive

Overview of role

Join Walkers Professional Services (WPS) – shape the future with an industry leader

Walkers Professional Services (WPS) is a dynamic, fast-growing provider of corporate, fiduciary and regulatory services to leading private equity firms, hedge funds, CLO managers, trusts, and global financial institutions.  With over 400 professionals across eight locations globally, we combine the strength of private equity backing with Walkers’ trusted reputation to deliver seamless, tech-enabled solutions that help businesses to thrive and meet responsibilities with confidence.  As we invest in cutting-edge technology and expand our global footprint, we offer ambitious professionals the opportunity to achieve new career heights and make a real impact.

Why Join WPS?

If you thrive in dynamic environments and want to work with industry leaders, you’ll love what we offer:

• A growth platform – backed by strategic long-term co-investment from Vitruvian Partners and Walkers law firm, accelerating innovation and opportunity.
• Blue-chip client base – work with the best on high-impact, cross-border projects with leading global institutions.
• Global reach, deep local expertise – collaborate across major investment hubs worldwide.
• Empowered culture – a “grown-up” environment that values clarity, collaboration, and commerciality.
• Tech-enabled and client centred mindset – leverage technology to build smarter, more efficient service models.

We’re hiring

Join a team that’s redefining fiduciary and corporate services. If you’re ambitious, adaptable and ready to make a difference, WPS could be the right place for you.  Competitive competition included.

WPS invites applications from suitably qualified Caymanians and Legal Resident applicants for the above position.

Based in Cayman, the Fiduciary Services Executive will be responsible for the administration of a portfolio of companies, partnerships and trusts; working closely with internal and external clients.

Duties, Responsibilities & Person Specification

• Responsible for client on-boarding, KYC requests, application for GIIN's and completion of US tax forms;
• Preparing for execution and distribution of corporate documents with government agencies;
• To interpret board and shareholder resolutions and agreements and update the corporate records accordingly
• Maintaining and organising Cayman and Onshore transaction documents in Filesite;
• Inputting relevant transaction data into relevant systems;
• Filing and saving correspondence and documents into relevant electronic or physical client files;
• Updating and ongoing maintenance of share/subordinated note registers;
• Preparing transaction structure charts;
• Assisting with the invoicing process and collection of receivables;
• Monitoring and preparation of annual compliance certificates;
• Assist with the completion of pre and post-closing checklists;
• Assist  with projects and reporting
• Assist with the training and supervising of junior staff
• File set-up/close-out of files; and
• Handling any other administrative tasks/ad-hoc projects as directed by the Senior Vice President/Vice President/Assistant Vice President.

Education, Skills & Experience

• The individual must hold a minimum of an Associate's degree or equivalent with a minimum of four years' relevant experience or equivalent combination of education and experience
• Be a self-starter with the ability to work productively in a team
• Highly organized and detail oriented
• Strong administrative skills with well-developed critical thinking skills
• Ability to multi-task in a fast-paced environment
• Attention to detail with the ability to meet strict deadlines
• Ability to foster a spirit of teamwork among the administration team that allows for the sharing of ideas, unity and cohesiveness
• The ability to keep confidential all documents, materials and other information

WPS offers a dynamic working environment with opportunities for career progression and an excellent remuneration package, including a discretionary performance-based bonus, pension and fully covered health insurance for employees and 5 weeks' vacation.