Trust Administrator, Legal - Chichester
Our client has a great opportunity for a Trust Administrator to join their Tax and Trusts Team in private Client.
The role will also involve regular contact with other professional advisors as well as our clients and other departments at the firm
This will be a varied and challenging role.
Key responsibilities as a Trust Administrator:
- Deal with day to day trust administration matters liaising with trustees and beneficiaries.
- Arranging payments to beneficiaries and for trustees plus third-party invoices
- Record keeping, including file opening and closing internal procedures using a case management system
- Data input for trust accounting of bank, brokers and dividend information
- Updating capital information of trustees’ share portfolios
- Reconciling to third party records
- Monitoring of client funds on deposit both at the firm and at other institutions
- Contact with other professional advisors as well as clients and other departments at the firm
- Assisting with the production of annual trust accounts, Trust & Estate Tax Returns and beneficiary income statements
- Assisting with individual tax returns and straightforward Trust Accounts using Microsoft Excel.
- Assisting with the preparation of IHT100 returns
- File maintenance and compliance
- Attending trust and other client meetings with the Trust and Tax Managers and preparing attendance notes
Job knowledge, skills, qualifications and experience required as a Trust Administrator:
- Previous experience of working within Trusts or previous experience of working in a legal administration role
- IT Literate
- Excellent written and verbal communication
- Great attention to detail
If you have the relevant experience, please apply now!
First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973. First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.
Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.
First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.