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Posted 5 months ago

  • Sector: Trust
  • Job Ref: 37213

Join this small, independent wealth structuring and administration company is currently seeking a motivated individual with previous trust and company experience to join their team. Within this role you will administer your own assigned portfolio of trust and company clients and be supported to complete further professional study.

Key responsibilities will include:

  • Developing good client and third party relationships and attending client meetings

  • Preparing payment instructions

  • Maintaining accurate client records

  • Preparing minutes

Experience and skills required:

  • Proven trust and company experience

  • Ability to work well within a team

  • Good interpersonal and relationship building skills

  • Proactive and willing to undertake further studies

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.