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Trust Administrator | Family Office

A fantastic opportunity for a bright candidate to progress their career within the finance industry, working in a leading multi-jurisdictional financial services provider with an inclusive and friendly culture.

Being part of an environment where people are valued and listened to and hard work is recognised and rewarded, you will enjoy a rewarding and fulfilling career, being encouraged and supported in reaching your full potential.

In this role you will deliver a high level of administrative support to the team and to administer, under supervision, a small number of simple and non-contentious cases in line with the defined business activities.

If you are a driven individual with good time management and organisational skills along with a proactive and disciplined approach to work, we would like to hear from you.

Responsibilities will include:

  • Assisting more senior staff with their client portfolio
  • Administering under supervision a small number of straightforward, non-complex clients, in accordance with internal procedures
  • Maintenance of statutory books and records for own and team portfolios as required
  • Assisting with preparation of client appropriate regulatory documentation
  • Liaising with intermediaries in respect of own clients (including but not limited to banks, agents, auditors, advisers and the company registry) with senior staff supervision
  • Liaising with clients on day-to-day matters

Experience and skills required:

  • Minimum of 5 GCSE’s at grades A-C to include English and maths
  • Studying towards or a willingness to study for a relevant qualification
  • A minimum of 1 years’ relevant industry experience, preferably in a client facing administrative role under senior supervision
  • Working knowledge of Microsoft Office
  • Understanding of the local finance industry and regulatory requirements

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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Trust Administrator | Family Office
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