Our Private Client team is looking for a Trust Administrator to join our national group, based in either our Manchester or Birmingham office. Click on the link to find out more.
The role
We are looking for a Trust Administrator to join Mills & Reeve.
The work undertaken in Private Client National Service Line involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, charity advice and administration on behalf of a range of private clients, trustees and charities. We act for wealthy families and individuals, business people and landowners.
The person
Experience of trust work will be advantageous, but we will consider applications from those seeking a new challenge and an opportunity to progress their career. Likewise experience of preparing basic accounts or a knowledge of double-entry book-keeping would be an advantage.
Being STEP qualified or working towards qualification would be an advantage but not essential.
* Strong IT keyboard skills along with good written English.
* A strong grasp of numbers and experience working with and manipulating data in Excel or similar.
* Ability to build strong working relationships with a range of people.
* A clear and sympathetic telephone matter.
* Ability to work productively under pressure and meet deadlines and able to prioritise work effectively.
* Excellent attention to detail and team working skills.
* Keen, enthusiastic and willing to take on challenges.
The activities
This role will be a mixture of trust related administrative fee earning work. Specifics of these are shown below:
* Management and administration of trusts to include inputting data into the firm's standard trust accounting tools and preparation of all related accounting records and HMRC returns
* Corresponding with banks, investment managers and others regarding funds and investments held on behalf of clients
* Corresponding with various parties regarding the administration of assets held within a trust, involving liaising between parties to obtain instructions and forwarding these on as appropriate
* Making payments to beneficiaries
* Responsibility for running files under supervision
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
The benefits
As you'd expect, we offer a competitive salary and a wide range of benefits.
Pre employment screening
If we offer you a role, we will conduct comprehensive pre-employment screening. This screening will include, but is not limited to, a basic DBS, verification of your right to work, a three year employment history and a self-declaration to assess your character and suitability for the role. Full details of our pre-screening employment process are available upon request.
The firm
Mills & Reeve is centred on achieving more for clients, their businesses and the wider communities we serve. Our clients and their industries benefit from our knowledge and learning, and receive consistent experiences with no surprises. We tell them what they need to know when they need to know it.
We build personal relationships, with advice individually tailored to individual need. And if clients need things we don't offer, we draw on our network to give recommendations. Our 1,250 plus people and over 750 lawyers share one vision – achieving more for clients.
By joining Mills & Reeve, you'll have the chance to build your skills and experience within a firm that's not only ranked in the top 50 UK law firms, but also one that truly values their people. Our mantra is "Achieve more. Together.", which we feel embodies our purpose and is more than just a catchphrase We're also ranked in the Sunday Times Best Places to Work list, and were recently awarded Platinum Investors in People.
and finally
Everyone at Mills & Reeve brings a unique perspective and ideas to the team and we do everything we can to help each person to thrive. We're committed to providing an inclusive and supportive working environment, are happy to consider flexible working arrangements, and want to achieve the right balance for both our people and the firm. We encourage everyone to ask if they feel they need any workplace adjustments, and will do our best to support with these.