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Posted 6 months ago

  • Sector: Trust
  • Job Ref: 39669

Reach your potential in an entrepreneurial fiduciary group, which offers a unique environment where employees can reach their full potential, promoting work life balance, diversity and inclusion, alongside a comprehensive benefits package.

Joining the thriving trust team, you will be administering a mixed portfolio of private and corporate client structures, ensuring client needs are met and assisting with the supervision of trainees and administrators.

If you have previous trust experience and are looking to take the next step in your career, this could be the opportunity for you!

Responsibilities will include:

  • Attending to client needs in a timely and professional manner, maintaining knowledge and control over assets and trusts administered 

  • Preparing resolutions and minutes, arranging board meetings and presenting documents for review by managers 

  • Incorporating companies and establishing trusts and foundations 

  • Diarising and resolving any action points raised by periodic reviews and assisting with regulatory matters as required 

  • Building strong working relationships with third party service providers 

Experience and skills required:

  • Minimum 5 years’ trust and company experience 

  • Hold a relevant professional Table 4 qualification 

  • Good understanding and technical knowledge of trust and company business administration, regulatory requirements and an awareness of the tax implications of various structures 

  • Excellent attention to detail and time management skills

  • Ability to lead and be part of a team of professionals 

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.