Submit your CV

  • 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.
  • Job Alerts Call Icon Call Icon

    Senior Trustee Officer | 12 Months

    A leading provider of wealth management services, is currently seeking a motivated individual ideally with administration experience with an employee benefits background.

    Key responsibilities will include:

    • Providing the clients with a proactive service
    • Assisting with the preparation and monitoring of timetables for key client events e.g. annual contributions/vesting of awards
    • Responding to and investigating client and participant queries
    • Documenting trustee decision making
    • Assisting with the preparation of proposal documents for tender
    • Updating fee proposals for existing clients

    Experience and skills required:

    • Educated to A level standard or equivalent
    • Hold or willing to study towards a professional qualification i.e. STEP, ICSA
    • Ability to understand company/trust structures and associated documentation
    • High level of accuracy and attention to detail
    • Ability to work to tight deadlines and under pressure
    • Excellent telephone manner

    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

    Subject Matter Expert | Trust

    Reporting to the Director of Private Clients, you will act as an expert in fiduciary, tax and AML for the business. This is a unique 12 month contract opportunity which might suit a Lawyer or Accountant with trust company business experience.

    Full Time
    Ref: 37388

    Fund Administration Manager

    Our client is seeking an ambitious, career hungry funds professional to manage a team of Fund Administrators providing administration, management and secretarial services for established and new real estate and private equity funds clients.

    Full Time
    Ref: 36332

    Administrator | Real Estate

    Working within a well-established team, the successful candidate will administer a number of clients, providing property and financial services support to real estate structures.

    Full Time
    Ref: 37385

    Fund Administrator

    Joining a growing and dynamic business you will work on a range of matters providing administration, management and secretarial services for a varied portfolio of real estate and private equity fund administration clients.

    Full Time
    Ref: 37372

    Senior Fund Administrator

    As a key member of the private equity team for an international provider of fund administration, you will communicate with clients on a regular basis and ensure client records are updated accordingly.

    Full Time
    Ref: 37380

    Apply for Job

    Senior Trustee Officer | 12 Months
  • 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 Trustee Officer | 12 Months