Dalriada Trustees Limited

Executive Assistant

• You will work as part of a highly efficient, award-winning busy team and report to our Business Support Manager.
• You will have previous experience working in a busy front of house environment.
• You will have strong organisational skills, excellent attention to detail and the ability to manage multiple tasks and priorities.
• You will be enthusiastic, have a flexible work attitude and have proven experience of delivering quality customer service to colleagues and clients.
• Due to the nature of our business and this role, it is imperative that professional integrity and strict confidentiality is always maintained.

Personal Assistant

• Support with general office administration, this will include travel arrangements, meeting rooms bookings and set up, daily post and other admin duties
• Professional carry out Front of House reception duties ensuring a welcoming experience both in person and on the telephone
• Support the management and day to day running of the office
• Manage office stock control and running errands, e.g. post, banks, supplies
• Assist with any delegated ISO27001 tasks, ensuring the office is fully compliant
• Support others with reasonable tasks as requested (this may be other teams and other areas of the business)

Onboarding Specialist

• We are seeking a Client Onboarding Specialist for a role that combines client installation and elements of pension scheme management.
• Provide support in the transition process for onboarding new clients within our group of companies.
• Manage the part of the Transition Plan related to scheme documentation and required information, supporting the effective delivery of the overall project.
• Own the Client Take-On process in relation to scheme documentation, required information and regulatory compliance.
• Ensure that the Client Take-On process is aligned with and supports our clients' initial and ongoing regulatory requirements.

Client Onboarding Specialist

Risk

• Develop, maintain, and deliver accurate and timely operational management information (MI) to support decision-making, enhance efficiency, and monitor performance.
• Log, track, and report on operational risks in a first line capacity, ensuring adherence to internal policies and regulatory requirements within a Pension Trustee services environment.
• Design, develop, and maintain a suite of key operational performance indicators (KPIs) and MI reports relevant to the firm's activities (e.g., transaction volumes, processing times, client onboarding metrics, error rates, compliance breach trends).
• Collect, collate, and analyze data from various internal systems and sources to produce regular (daily, weekly, monthly, quarterly) MI reports for senior management.
• Identify trends, anomalies, and areas for improvement within operational processes based on MI analysis.
• Work with relevant stakeholders to ensure MI meets their evolving needs and provides actionable insights.
• Establish and maintain a robust system for logging and tracking operational risks, incidents, and near-misses across all business functions.
• Ensure all identified risks are accurately documented, categorized, and assigned appropriate ownership.
• Monitor and influence the progress of risk mitigation actions and ensure timely closure of outstanding items.
• Promote a strong risk awareness culture within the organization.

Personal Assistant

Personal Assistant

Client Onboarding Specialist

Operations & Risk Analyst