Fiduciary Accounting Specialist, Legacy Resolution

Overview

In this Fiduciary Accounting Specialist role, you will manage accounting and settlement tasks for aged or complex client matters within the Fiduciary Team. You’ll work with cross-functional colleagues to resolve issues, support process improvement, and ensure accurate cash handling and reinsurance transactions. The position combines autonomy with collaboration, offering hybrid work and exposure to high-stakes client accounts. You’ll contribute to a resilient control environment and meaningful client outcomes.

Pay / Benefits

• hybrid working
• professional development opportunities
• supportive leadership
• inclusive culture

Responsibilities

• Own workload and define cases/issues when needed
• Provide root cause analysis and help develop improved processes
• Support reinsurance coverage assessment, processing of premiums/losses, and cash follow-up
• Maintain clear audit trails for complex/historic matters
• Prepare working papers supporting investigations and methodologies for management
• Support wider CSS activities, including financial exposures reviews and KPIs
• Manage the most complex client base with transactional processing and reinsurance recoveries
• Coordinate with CSS and client-facing colleagues for a coordinated approach

Key requirements

• Bureau, Accounts & Settlement knowledge
• Experience with Open Twins, CLASS and IMR Systems (beneficial)
• Track record in client account management and relationship management
• Ability to manage workload and set expectations with clients and stakeholders
• Data management and analytical skills
• Strong client focus and problem-solving for payment queries

• Client focus
• Problem solving
• Relationship management
• Open Twins
• CLASS
• IMR Systems

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