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.
Senior Compliance Administrator | Funds
A great opportunity for an enthusiastic individual eager to progress their career in compliance.
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.
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.
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.