Achieve your highest potential within this driven and ambitious financial services organisation, which offers fantastic progression opportunities, for both career and personal development across all levels and areas of the business, as well as a culture that promotes a healthy and engaged workforce.
Working closely with the Senior Administrator, Manager and Lead Director, you will assist with the provision of quality administrative support to an interesting client portfolio.
Responsibilities will include:
Assisting with the administration of client matters
Actively liaising with clients, beneficiaries, client advisors, bankers, brokers and custodians
Supporting the collection of due diligence and customer take on procedures
Organising and holding meetings
Arranging bank payments
Liaising with the accounts team to ensure customer deadlines are met
Experience and skills required:
Minimum 2 years’ trust or funds experience in a professional environment
Either studying or willing to study towards a professional qualification such as ICSA
Knowledge of local regulatory environment
Good interpersonal skills
Excellent organisational and time management skills
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk
We are an equal opportunity employer and value diversity at all times.