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Posted 11 days ago

  • Sector: Funds
  • Job Ref: 39325

This is a fantastic opportunity for a career driven individual to be part for a growing fund and corporate services business where employee development and career growth is fully supported.

As Client Services Officer you will have direct administrative responsibility for a portfolio of clients which may include trusts, companies and other wealth structures and ensure a first class service is provided at all times.

Responsibilities will include:

  • Working with Directors to identify client needs and ensuring tasks are delivered to a high standard and agreed deadlines

  • Identifying and mitigating any risks 

  • Supporting and mentoring junior team members

  • Assisting with transactions  

  • Working with the accounting team and assisting with preparing financial statements

Experience and skills required:

  • Previous fiduciary experience

  • Knowledge of bookkeeping and the ability to bookkeep bank, investment and property transactions

  • Either hold or currently studying towards a relevant professional qualification such as ACCA or ICSA 

  • Flexible approach to tasks and good time management skills 

  • Good interpersonal and relationship building 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.