Advance your career within the finance industry, working in the family office team in a leading multi-jurisdictional financial services provider which promotes an inclusive and friendly culture.
Joining an environment where people are valued and listened to, hard work is recognised and rewarded, you will enjoy a rewarding and fulfilling career, being encouraged and supported in reaching your full potential.
If you are a driven individual with good time management and organisational skills along with a proactive approach to tasks, we would like to hear from you.
Responsibilities will include:
Preparing payment instructions for online banking systems
Monitoring for receipt of funds and providing confirmation, as required
Preparing correspondence
Scheduling client meetings and producing board pack reports
Reviewing draw down checklists and requesting client due diligence documentation
Experience and skills required:
Good academic background and willing to study towards a relevant professional qualification
Clear telephone manner
Confident using Microsoft excel
Attention to detail
Ability to work well within a team and independently using own initiative
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.