Be part of a diverse workforce within a growing firm with a consistent reputation grounded in exceptional service and a commitment to supporting career progression.
Joining the private client team, you will coordinate and carry out the administration of a varied portfolio, ensuring a quality service is delivered at all times.
Using your previous experience within the trust industry, you will build strong working relationships with clients and in return, will receive a wide range of benefits. Flexible hours can be considered.
Responsibilities will include:
Administering a portfolio of trusts and companies for high net worth clients
Assisting with the varied range of client queries and projects
Undertaking bookkeeping
Preparing and reviewing trust and company accounts
Reviewing minutes and documents for action points
Experience and skills required:
Minimum 2 years’ trust experience
Ability to manage and prioritise multiple tasks
Good attention to detail
Confident communication skills
Excellent administrative and numeracy 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.