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Posted 3 months ago

  • Sector: Trust
  • Job Ref: 39329

Join this entrepreneurial, client focused fiduciary business and take responsibility for the administration of a varied portfolio of trust, companies and other wealth structures.

If you are looking to take the next step in your trust career and continually seek to drive improvement in all aspects of your role, this could be the ideal opportunity for you.

Responsibilities will include:

  • Interacting directly with clients and supporting the Trust Directors in identifying client needs and delivering a quality client service 

  • Building and maintaining strong working relationships 

  • Highlighting potential revenue opportunities and assisting with the collection of fees

  • Understanding and managing any risks and escalating where necessary 

  • Accurately recording time spent on clients 

Experience and skills required:

  • Previous trust administration experience

  • An awareness of current industry issues affecting fiduciary structures 

  • Either hold or currently studying towards a relevant professional qualification such as ICSA or STEP 

  • Strong organisational and time management skills 

  • Excellent interpersonal and communication 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.