At a Glance
- Tasks: Manage family and charitable trust portfolios, ensuring compliance and accurate reporting.
- Company: Boutique family office focused on personalised trust management.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
- Other info: Join a dynamic team with a focus on long-term capital growth.
- Why this job: Make a real difference in clients' lives while developing your expertise in trust administration.
- Qualifications: Experience in trust management and strong communication skills required.
The predicted salary is between 50000 - 60000 £ 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 directly responsible for the ownership of a portfolio of family and charitable trusts and overseeing both the administrative and compliance requirements. The role involves liaising directly with clients and advisers, ensuring accurate reporting across accounts and tax, and supporting more complex trust matters with a higher level of responsibility and judgement.
Key responsibilities include:
- Managing a portfolio of trusts and estates, overseeing all administrative activity including payments, distributions, cashflow management and beneficiary arrangements.
- Preparing and reviewing trust accounts and tax returns across income tax, CGT and IHT, including more complex calculations such as 10-year and exit charges.
- Acting as a key point of contact for trustees, beneficiaries and professional advisers, handling correspondence and building strong working relationships.
- Monitoring bank accounts and investment activity, ensuring accurate reconciliations and effective cash management across portfolios.
- Supporting more complex trust events and projects.
Senior Trust Administrator employer: Hays Accounts and Finance
As a boutique family office, we pride ourselves on fostering a collaborative and supportive work environment that prioritises personal relationships and professional growth. Our team enjoys a unique opportunity to engage directly with clients, enhancing their skills in trust management while benefiting from tailored training and development programmes. Located in a vibrant area, we offer a flexible work culture that values work-life balance, making us an exceptional employer for those seeking meaningful and rewarding careers in trust administration.
