An exciting, sought after opportunity has arisen for a trust professional to join an independent financial services organisation where excellence and integrity form part of their core values.
By joining this unique environment, you will have a distinct advantage when offering quick and decisive administration solutions to your clients. In this role you will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients and intermediaries on a daily basis, reporting to the team manager to proactively develop and build solutions to meet client needs and grow long term relationships.
Responsibilities will include:
Administering a portfolio of more complex structures
Ensuring a high quality service is delivered to clients at all times
Building and maintaining strong working relationships
Keeping records up to date
Assisting with projects, as required
Experience and skills required:
Previous experience with institutional clients
Hold a relevant professional or legal qualification (ICSA/ACA/ACIB/STEP)
Sound knowledge of regulatory framework
Ability to communicate effectively with clients and colleagues
Team player
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.