Wednesday 18 September 2019
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Private Wealth Administrator

Trust, Administration, Enquire

 

Type:Permanent
Hours:Full Time
Reference:37159
 

Full Description

You will work closely with the private wealth and corporate team to manage a varied portfolio of clients in a rapidly expanding area. The ideal candidate will be committed to further personal and career development.

Key responsibilities will include:

  • Collaborating with administration teams to manage and perform file reviews
  • Communicating openly and honestly with clients on a regular basis
  • Maintaining client records and documentation
  • Preparing fee costs and accurately recording all time spent dealing with client matters
  • Ensuring compliance with the relevant jurisdictional regulatory requirements

Experience and skills required:

  • Currently studying towards ICSA, STEP, ACCA or equivalent professional qualifications
  • Proactive and enthusiastic approach to tasks
  • Ability to deal with tasks independently and using own initiative
  • Team player

If youd like to find out more information about this exciting 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.

For more information please visit https://www.rowlands.co.uk/jobs/private-wealth-administrator/.


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