Back to Job Search

Posted about 1 month ago

This is a key role where you will enjoy working closely with the Head of Projects and Operations, assisting with the day to day coordination and management of business operational activities.

This independent trust business offers a decisive and dynamic environment where you will be encouraged and supported to develop your skills further.

No two days will be the same in this fast-paced role, therefore you will need to proactively approach each task, always looking to deliver excellent service to clients, staff and shareholders.

Responsibilities will include:

  • Setting up and maintaining user access to business applications and banking platforms

  • Collaborating with other members of the operations and technical transformation teams

  • Coordinating and managing project tasks to ensure project delivery with allotted budgets and timelines

  • Organising and attending monthly client-facing manager meetings

  • Working closely with the compliance department and other business areas to assist with the collation of internal CDD/KYC and reporting data

Experience and skills required:

  • Minimum 3 years’ experience working in business support/operations/trust/wealth management

  • Strong organisational skills and the ability to manage multiple tasks

  • Excellent telephone and communication skills

  • Ability to work well within a team and independently using own initiative  

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.