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Expired

Posted 8 months ago

  • Sector: Trust
  • Job Ref: 38521

Be part of a talented, highly motivated and driven team within a reputable financial services group who continuously deliver exceptional client service levels which sets them apart from their competitors. You will be supported and encouraged to diversify your skills, whilst enjoying a competitive compensation package.

In this role you will ensure that all client and entity reviews are completed in accordance with procedures and specified timescales.

Responsibilities will include:

  • Undertaking reviews in accordance with policy and procedures including potential business reviews, periodic reviews, property reviews and exit reviews

  • Raising issues in a clear and concise manner

  • Identifying trends that lead to issues being raised

  • Assisting with documenting the management of ongoing complex issues

  • Maintaining registers of reviews with accurate data

Experience and skills required:

  • Relevant experience obtained in a trust and company environment

  • Completed a certified ICSA/STEP qualification is desirable

  • Basic Microsoft Excel and Word skills

  • Property administration experience is desirable

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.