Back to Job Search

Posted 13 days ago

  • Sector: Trust
  • Job Ref: 39895

Undertake challenging and rewarding work within a high performing and collaborative team, in an innovative international wealth management business with a strong reputation in the marketplace, where you will be encouraged and supported to reach your full potential, whilst making a difference to the organisation and its communities.

As Senior Office you will provide first line administration support to fiduciaries and the client structure team, assisting with the administration of complex and bespoke services to a designated list of private client fiduciary entities. You will also be a point of contact for the clients and be involved in the training, coaching and mentoring of other team members.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment whilst delivering a seamless client experience.

Responsibilities will include:

  • Administering a portfolio of trust, companies, foundations and nomineeships in an assigned fiduciaries portfolio 

  • Assisting with a programme of regular client and advisor visits and attending local meetings 

  • Building and maintaining strong client relationships 

  • Analysing client requests for technical input 

  • Assisting with fee reviews 

Experience and skills required:

  • Previous industry experience in the fiduciary operation of trusts, companies, foundations and nomineeships

  • Either hold or be currently studying to wards a relevant professional qualification 

  • Experience of delivering exceptional client service 

  • Good attention to detail and ability to manage multiple tasks  

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.