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 administer a mixed private client portfolio whilst ensuring client needs are met.
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:
Assisting with the administration of a portfolio of clients and ensuring a quality service is provided
Preparing minutes, arranging board meetings and presenting documents for review
Forming companies and arranging for trusts to be established
Preparing and processing bank transfer instructions
Accurately maintaining client files and dealing with third party service providers in regards to property management, sales and letting
Experience and skills required:
Minimum 2 years’ administration experience
Either currently or willing to study towards a professional qualification
Good attention to detail
Excellent organisational skills
Ability to work well within a team and independently using own experience
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.