Monday 20 September 2021
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Senior Trust Officer | Private Clients

Administration,Trust Enquire

 

Type:Contract
Hours:Full Time
Reference:37421
 

Full Description

Make a difference in this professional, client-centric and entrepreneurial environment where you will utilise your trust experience and technical knowledge to your full potential, whilst managing your own portfolio of private clients within this well regarded independent trust company.

Specialising in private client trusts, this independent business offers a competitive benefits package and the chance for you to make a real difference to the company and their clients on a daily basis, as well as the wider community through the firms CSR initiatives.

Responsibilities will include:

  • Assisting with administration of trust, companies and foundations on a day-to-day basis

  • Effective management of own and junior team member's workload

  • Arranging meetings and preparing minutes as required

  • Timely management of all payments

  • Assisting with relevant compliance matters as necessary

Experience and skills required:

  • Hold a relevant professional qualification such as STEP

  • Strong experience in trust and company administration

  • Knowledge of trust and company law

  • Ability to work well under pressure and meet deadlines

  • Good communication skills

If youd 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.

For more information please visit https://www.rowlands.co.uk/job/senior-trust-officer-private-clients.


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