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Posted 3 months ago

  • Sector: Trust
  • Job Ref: 39704

Discover your potential in this market leading, global organisation where you will have the opportunity to grow your career, gain new skills and experiences whilst also giving back to your community and making a real difference.

Being part of a committed and thriving team, you will enjoy stimulating work and liaise with colleagues from unique backgrounds and experiences on projects and solutions that are equally diverse. 

In this role, you will carry out precise administration tasks in support of a book of trust and company accounts, supporting trust client relationship management.

Responsibilities will include:

  • Carrying out precise administration tasks in support of a book of trust and company accounts, supporting trust client relationship management

  • Ensuring assigned activities are efficiently and in accordance with the firm's policies and procedures, legal requirements, governing instruments and with the highest level of client service

  • Supporting the administration for ultra-high net worth clients and ongoing fiduciary relationships

  • Communicating effectively with internal and external clients and their advisors

  • Participating in internal audits and external regulatory exams, and in risk management committees

Experience and skills required:

  • Minimum of 3 years’ experience in trust and company management and administration

  • STEP qualification or significant progress toward it

  • Proven experience in an Assistant Trust Officer role

  • Subject matter expert knowledge and proven technical proficiency in the investment, legal and tax issues relative to trust and/or company management

  • Strong communication and presentation 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.