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Posted 4 months ago

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.