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Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 40138

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 be administering a mixed portfolio of private and corporate client structures, ensuring client needs are met and assisting with the supervision of trainees and administrators.

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:

  • Administering a portfolio of trusts, companies and foundations 

  • Forming companies and foundations and establishing trusts

  • Assisting with the onboarding of clients 

  • Dealing with property related transactions, re-financing of existing structures and property sales and purchases 

  • Liaising with third parties, such as lawyers and intermediaries, in respect of assets, liabilities and other matters arising 

Experience and skills required:

  • Minimum 3 years’ trust and company experience 

  • Either hold or currently working towards a relevant level 4 professional qualification 

  • Good technical knowledge of trust company and business administrative, legislative, compliance and regulatory requirements

  • Ability to work well within a team and independently using own initiative 

  • Excellent interpersonal skills and the ability to communicate effectively with clients 

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.