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.
* Positive, enthusiastic, collaborative, and flexible team player.
Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
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