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Posted 4 months ago

  • Sector: Trust
  • Job Ref: 39824

A fantastic opportunity to join the private wealth team in a highly regarded and dynamic trust and corporate services provider.

As Senior Trust Officer you will be responsible for supporting a set of private wealth client relationships and managing their day-to-day service delivery needs, in accordance with the department's service standards and company policies and procedures.

Responsibilities will include:

  • Serving as a primary or general point of contact for your team’s client relationships, ensuring client satisfaction  

  • Supporting relationship managers and the finance function for any outstanding client debt 

  • Working with your team to build and maintain strong relationships with clients 

  • Supporting new business commercial activities to develop new relationships

  • Acting as a ‘B’ or ‘C’ signatory 

Experience and skills required:

  • Minimum 2 years’ trust administration experience 

  • Ideally hold or willing to study towards a recognised JFSC Table 5 qualification 

  • Educated to A level standard (or equivalent) as a minimum 

  • Good knowledge of relevant regulatory requirements and standards 

  • Excellent written and verbal communication skills 

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.