At a Glance
- Tasks: Support the management of family and charitable trusts with day-to-day administration and accounting.
- Company: Boutique family office focused on personalised trust management.
- Benefits: Gain valuable experience in a supportive environment with career growth potential.
- Other info: Collaborative team atmosphere with opportunities for professional development.
- Why this job: Make a real difference in managing portfolios for families and charities.
- Qualifications: Knowledge of trust accounting systems and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Your new company is a boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship-driven service. The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.
Your new role is broad, including supporting the management of a portfolio of family and charitable trusts. The role combines day-to-day administration with trust accounting and tax responsibilities, working closely with senior team members to ensure compliance, accuracy, and high service levels for trustees and beneficiaries.
Key Duties:
- Managing day-to-day trust administration, including payments, income distributions, and maintaining accurate records
- Preparing trust accounts and supporting tax compliance, including income tax, CGT, and IHT reporting
- Liaising with clients, beneficiaries, stockbrokers, and other professional advisers, drafting correspondence as required
- Monitoring and reconciling bank accounts, cashflows, and income payments across trust portfolios
- Supporting wider trust operations, including beneficiary reporting, file management, and ad hoc project work
What you’ll need to succeed:
Knowledge of trust accounting systems such as CCH (Trust Accounts, Central, Viztopia, and Accounts Production) effectively, with any exposure to US tax considered advantageous.
Junior Trust Administrator employer: Hays Accounts and Finance
As a boutique family office, we pride ourselves on fostering a supportive and collaborative work environment where every team member plays a vital role in delivering personalised services to our clients. Our commitment to employee growth is reflected in our tailored training programmes and mentorship opportunities, ensuring that you can develop your skills while contributing to the meaningful management of family and charitable trusts. Located in a vibrant area, we offer a unique blend of professional fulfilment and a close-knit community atmosphere, making us an exceptional employer for those seeking a rewarding career in trust administration.
