Overview
A professional services firm in Surrey is looking for a Trust Consultant to join their fast-paced Trust and Wealth Services team. You’ll be preparing trust accounts, handling the numbers behind family wealth structures, and working closely with both senior staff and junior colleagues. The work is varied—some classic trust accounting, a bit of tax, and plenty of client interaction. What they’re really after is someone who delivers accurate work, keeps things running smoothly, and enjoys being part of a team that gets things done without fuss.
Responsibilities
* Prepare trust accounts and manage related financial processes.
* Handle the numbers behind family wealth structures.
* Work closely with senior staff and junior colleagues to deliver high-quality service.
* Engage in client interaction as part of day-to-day duties.
* Help ensure accuracy and smooth operation of the Trust and Wealth Services team.
Qualifications
* Attention to detail and a commitment to accuracy.
* Ability to work in a fast-paced environment and collaborate with a team.
* Experience with trust accounting and related financial tasks.
* Strong communication skills for client interaction and teamwork.
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