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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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