Summary of Key Responsibilities and Role
Within this role you will work with a growing and busy team of administrators within our trust management team 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.
* 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
* Good inter-personal skills and understanding manner
Experience Required
Essential:
* Able to prioritise and manage cases.
* Call handling
* Good organisational skills
Desirable:
* Knowledge of Trusts
* Experience handling difficult conversations.
* Diary management
* Experience with case management systems
Qualifications
Essential:
* 5 GCSE's (A-C including Maths & English) or equivalent and at least 2 A-Levels or equivalent.
Other Requirements
Essential:
* Self-motivated, proactive, and friendly team player
* Flexible individual who can respect and support others within the team.
* Commitment and loyalty to the organisation's values & mission
Job Types: Full-time, Permanent
Pay: From £24,000.00 per year
Benefits:
* Company pension
* On-site parking
Application question(s):
* Are you from Leamington Spa?
* If No, are you able to commute to Leamington Spa?
Work Location: In person
Reference ID: NMTTM