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Administrator within Trust Management

Location
Leamington Spa, Warwickshire
Salary
£19,950 to £24,150
Job Type
Permanent
Posted
8 Sep 2022
Are you looking for a role where you feel challenged? Do you want to learn a new skillset and develop your knowledge? Is it time for a change into a new area of business? If you can answer yes to the above then this could be the role for you! Please read on........ Summary of Key Responsibilities and Role Trust Management: Within this role you will work with a growing and busy team of administrators responsible for ensuring Trust records are kept up to date for the thousands of private Family Trusts we act as a Trustee on. You will also be responsible for handling your own cases for clients we are currently carrying out work for. You will work closely with members of your own team and various other departments. Principal Responsibilities You will Lodge Deeds of Assignment and Nominations with the relevant providers. You will review files and chase for outstanding information where required. Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team. Carrying out checks on files and documents and integrating legacy systems into our new in-house systems. Drafting legal documents and correspondence with support from our Estate Planning Team. Arranging and allocating payments from and to trusts. Arranging for the completion of trust tax returns and ensuring that records are maintained. Arranging Trustee meetings and liaising with clients, advisors, and other professionals. Key Knowledge & Required Skills Customer service focused Excellent Admin, IT, and organisational skills. Excellent attention to detail. You will need to be conscientious with excellent attention to detail Strong communicator, confident on the phone and clear when writing emails. Competent with diary management and organisational skills Professional and adaptable
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Details

  • Job Reference: 707252677-2
  • Date Posted: 8 September 2022
  • Recruiter: Countrywide Tax and Trust
    Countrywide Tax and Trust
  • Location: Leamington Spa, Warwickshire
  • Salary: £19,950 to £24,150
  • Sector: Legal
  • Job Type: Permanent