Be part of a growing team in a fiduciary services business with a track record of investing in talent and a strategy based around excellence in client service, which is reflected in the various industry awards this organisation regularly attains for their innovation, client service and quality.
Working collaboratively in a fast-paced environment, you will act as the primary day-to-day contact and support team members in delivering a range of private wealth administration services to a varied portfolio of clients and related entities.
Responsibilities will include:
Managing a team of administrators, acting as a mentor and assisting in the training of staff
Administering more complex client engagements, working closely with the Director and Associate Director in the department
Acting as a higher authority on day-to-day administration queries
Identifying potential process and procedural improvements which would improve client experience
Ensuring compliance with applicable laws, regulations and internal policies and procedures
Experience and skills required:
Minimum 7 years’ relevant experience, ideally within private wealth administration services or family office
Hold a relevant professional qualification
Excellent written and verbal communication skills
Proven track record of managing a team of administration staff
Good technical professional services knowledge, including applicable statutory laws and other related legal and regulatory requirements
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.