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- Tasks: Manage your own files and handle a variety of Trust-related tasks.
- Company: Join Thrings, a trusted legal partner known for exceptional client relationships.
- Benefits: Enjoy flexible working, private medical insurance, dental coverage, and more tailored benefits.
- Why this job: Be part of an inclusive team with opportunities for professional growth and networking.
- Qualifications: Demonstrable experience in Trust administration and strong organizational skills required.
- Other info: Hot desking available and plenty of social events to connect with colleagues.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Trust Executive to join the Private Client/Succession & Tax team in our Bath office.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
This role offers a wonderful opportunity to join an inclusive and friendly team, working with Private Clients.
It is anticipated that you will have demonstrable experience of running your own files and confident of being able to prioritise work, when required.
You will also be able to work autonomously as well as part of a team.
Day to day, you will have a varied caseload, including work such as: Reporting to and liaising with Trust beneficiaries Carrying out annual Trust reviews Drafting some Trust documentation Preparation of Trust Inheritance Tax, Capital Gains Tax and Income Tax returns Day to day Trust administration including data entry of investment transactions Reviewing and updating FATCA/GIIN status for Trusts Understanding the different Trusts administered by Thrings and procedures required At Thrings were extremely proud of the relationship we have with our clients and referrers and are seen astheir trusted legal partner so its important to us we find someone with the right blend of skills to help maintain this and develop business/bringing on new clients.
Its vital that youre able to always deliver exceptional client service, that youre organised, able to work at pace and deliver to multiple deadlines.
By joining Thrings you are joining a supportive, inclusive firm.
With a new world of working flexibly, you can expect that you will be able to work between home and the office.
We also offer a great working environment, with hot desking available for when youre in the office and plenty of social/networking events to get involved with In return for your hard work, you can expect to receive a variety of benefits for joining Thrings, these can be tailored around the requirements for you and your family including; Private Medical Insurance, Dental Insurance, Health checks and much more.
If this sounds like an exciting opportunity and you have the experience to join our team, then we look forward to hearing from you We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
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Trust Executive employer: Thrings
Contact Detail:
Thrings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Executive
✨Tip Number 1
Familiarize yourself with the specific types of Trusts that Thrings administers. Understanding their procedures and requirements will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Thrings, especially those in the Private Client/Succession & Tax team. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your experience with client service and how you've successfully managed multiple deadlines in previous roles. This is crucial as the job emphasizes exceptional client service and organizational skills.
✨Tip Number 4
Highlight any relevant qualifications or training related to Trust administration, tax returns, or legal documentation. This will strengthen your candidacy and show that you are well-equipped for the responsibilities of the Trust Executive role.
We think you need these skills to ace Trust Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in trust administration, client service, and tax returns. Use specific examples that demonstrate your ability to manage your own files and work autonomously.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your skills align with the requirements listed in the job description, particularly your experience with Trusts and client relationships.
Showcase Your Client Service Skills: In your application, emphasize your commitment to delivering exceptional client service. Provide examples of how you've successfully managed client relationships and contributed to business development in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Thrings
✨Showcase Your Experience
Be prepared to discuss your previous experience in managing your own files and how you prioritize tasks. Highlight specific examples that demonstrate your ability to handle a varied caseload effectively.
✨Demonstrate Client Service Skills
Since exceptional client service is crucial for this role, think of instances where you've gone above and beyond for clients. Be ready to explain how you build and maintain strong relationships with clients and referrers.
✨Understand Trust Administration
Familiarize yourself with the different types of trusts and the procedures involved in their administration. Be prepared to discuss your knowledge of Trust Inheritance Tax, Capital Gains Tax, and Income Tax returns.
✨Emphasize Teamwork and Autonomy
This role requires both independent work and collaboration. Share examples of how you've successfully worked autonomously while also contributing to a team environment, showcasing your adaptability.
