Back to Job Search

Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 39364

Work in a fast moving, collaborative and employee-led working environment within an international provider of financial services. During this 12 month fixed term contract you will have the opportunity to make a real difference in supporting the team members to achieve the organisation’s renowned high levels of service.

Responsibilities will include:

  • Administering a portfolio of trust and company structures including those of a complex nature

  • Reviewing annual accounts on client portfolios and working with bookkeepers and accountants to ensure correct information is recorded

  • Liaising with investment advisers, asset managers and other professional advisers

  • Drafting/preparing documents such as minutes/resolutions/small agreements etc.

  • Attending client meetings with the expectation to develop a close working relationship with such clients

Experience and skills required:

  • Either hold or currently working towards a relevant professional qualification such as ICSA/STEP

  • Experience in a similar role/trust environment

  • Strong organisational and time management skills

  • Good communication skills, both written and verbal

  • Ability to manage changing priorities and differing situations

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.