Overview
Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment.
Key Responsibilities
* Draft trust deeds and manage a caseload of compliant trusts.
* Perform daily trust administration and liaise with relevant parties.
* Monitor trust assets, communicate with investment managers, and maintain accurate records (including HMRC's Trust Registration Service).
* Oversee trust terminations and support the tax team with accounting and payments.
* Prepare annual trustee policy statements and assist with reviews and meetings.
* Manage property insurance, trust lists, and key date calendars.
* Maintain records for the firm's trust corporation.
* Provide excellent client service and prompt responses to inquiries.
* Manage time recording, billing, and cost control.
* Stay updated on trust law and best practices.
* Offer research and administrative support to solicitors.
Skills & Competencies
* Minimum 5+ years of general office administration experience.
* Interest in trust law, with an opportunity for STEP qualification.
* Strong organizational skills and attention to detail.
* Empathetic, client-focused, and experienced with older clients.
* Professional, credible, tactful, and an excellent communicator.
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