Job Alerts Call Icon Call Icon

Senior Trust Administrator | Private Clients

Work in a fast moving, collaborative and employee-led working environment within an international provider of financial services, where you will make a real difference as part of their busy and challenging trust team.

This is a great opportunity to join an organisation that places great emphasis on investing in their employees, to ensure they fulfil their ambitions whilst rewarding them for their commitment and dedication.

Responsibilities will include:

  • Administration of a portfolio of trust and company structures including those of a complex nature
  • Reviewing annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information is recorded
  • Liaising with investment advisers, asset managers and other professional advisers
  • Drafting/preparing documents i.e. minutes/resolutions/small agreements etc. as and when appropriate
  • Attending client meetings with the expectation to develop a close working relationship with such clients

Experience and skills required:

  • Ideally, STEP/ICSA qualified or working towards their qualifications
  • Experience in a similar role/trust environment
  • Strong organisational and time management skills
  • Good communication skills, both written and verbal
  • Ability to manage changing priorities and differing situations

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.

Related Jobs

Client Bookkeeper | 12 Month Contract

An multi-award winning fiduciary business are seeking a Bookkeeper to join their dynamic and driven team on a 12 month fixed term contract basis.

Ref: 39197

Senior Compliance Administrator | Funds

A great opportunity for an enthusiastic individual eager to progress their career in compliance.

Ref: 39190

Wills and Probate Administrator

Work in a fast moving, collaborative and employee-led working environment within an international provider of financial services, where you will make a real difference as part of their busy and challenging trust team.

Ref: 39147

Senior Compliance Monitoring Associate

An exciting career opportunity to join one of the world’s leading independently owned family offices, providing a range of services from long-term strategic planning and investments to day-to-day advice and administration.

Ref: 39191

Senior Administrator | Company Secretarial

Support a unique and busy treasury business who continuously strive for excellence in everything they do and pride themselves on exceptional breadth and depth of their technical knowledge.

Ref: 39195

Apply for Job

Senior Trust Administrator | Private Clients
  • Accepted file types: pdf, doc, docx.
    Allowed file types are PDF, DOC and DOCX. Maximum file size 5mb.
  • By submitting this form, you agree to the Terms of Service and Privacy Policy, including Cookie Use.
  • Email to a Friend

    Share the position of Senior Trust Administrator | Private Clients
  • job alerts icon

    Don't miss out!

    Receive the latest jobs direct to your inbox with

    Job Alerts

    Rowlands FB