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. 

Based in Cayman, the Fiduciary Services Executive will be responsible for the administration of a portfolio of companies, partnerships, funds and trusts, working closely with internal and external clients. The role requires a commercially minded, proactive individual who takes ownership of their portfolio and communicates clearly and confidently with clients and colleagues.

Duties, Responsibilities & Person Specification

• Administration and day-to-day management of a portfolio of fiduciary structures, including companies, partnerships, funds and trusts.
• Assisting with client onboarding, KYC requests, application for GIINs and completion of U.S. tax forms.
• Reviewing and assessing potential new business, including detailed review of related transaction documentation.
• Reviewing deal documentation, identifying and escalating deal or structural issues, managing tight timelines, and liaising directly with clients and external counsel.
• Assisting directors with the review of board packs, financial statements and preparation for board meetings.
• Preparing for execution and distribution of corporate and transaction documents.
• Interpreting board and shareholder resolutions and agreements and updating corporate records accordingly.
• Maintaining accurate minute books and transaction records.
• Inputting and maintaining accurate transaction and entity data across internal systems.
• Maintaining well-organised electronic client files in accordance with internal procedures.
• Managing billing processes and accounts receivable for own portfolio, including initial billing and collections.
• Ensuring regulatory and compliance requirements are met at all times.
• Maintaining proprietary databases from client take-on through transaction closing.
• Assisting with the completion of pre- and post-closing checklists.
• Initiating, leading or assisting with ad hoc projects and process improvement initiatives.
• Assisting with the training and supervision of junior staff.
• File set-up and close-out.
• Handling other administrative tasks or ad hoc projects as directed by senior management.

Education, Skills & Experience

• The individual must hold a minimum of an Associate's degree or equivalent with a minimum of Four years’ relevant experience in fiduciary, fund services, corporate services or financial services.
• It is strongly preferred if the individual ideally holds a professional accounting qualification (CA, ACA, ACCA or equivalent) or a relevant degree in law or finance.
• Excellent interpersonal, written and verbal communication skills.
• Strong sense of professionalism and accountability, with pride taken 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 organised 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.

Compensation Data

WPS offers a dynamic working environment with opportunities for career progression and an excellent remuneration package, including a discretionary performance based bonus, 5 weeks' vacation, pension and fully covered health insurance. Remuneration commensurate with qualifications and experience.  Please note that Walkers Professional Services will not accept any applications received from agencies at this time. Only candidates selected for interview will be contacted after the deadline.