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    Assistant Trust Manager | Private Wealth

    Working closely with a specialist team of administrators, you will manage a portfolio of private wealth clients covering a variety of trust structures.

    Responsibilities and duties:

    • Overseeing the administration of a portfolio of clients and reviewing documents
    • Ensuring compliance with procedures
    • Assisting with billing and collection
    • Establishing and building strong working relationships with clients
    • Supporting the training of team members

    Key skills and expertise required:

    • Previous experience in a similar role and good knowledge of trust structures
    • Hold or currently studying towards a relevant professional qualification (ACCA/ICSA/STEP)
    • Forward thinking and excellent problem solving skills
    • Good attention to detail
    • Excellent time management 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.

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    Assistant Trust Manager | Private Wealth
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