At a Glance
- Tasks: Manage day-to-day trust administration and support tax compliance for family and charitable trusts.
- Company: Boutique family office focused on personalised portfolio management.
- Benefits: Gain hands-on experience in trust administration with a supportive team.
- Other info: Opportunity to work closely with senior professionals and develop your career.
- Why this job: Make a real difference in managing family wealth and charitable giving.
- 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, which includes 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.
- 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, ...
Junior Trust Administrator employer: Hays Specialist Recruitment Limited
As a boutique family office, we pride ourselves on fostering a collaborative and supportive work environment where every team member plays a vital role in delivering personalised services to our clients. Our commitment to employee growth is evident through tailored training opportunities and mentorship from experienced professionals, ensuring that you develop the skills necessary for a successful career in trust administration. Located in a vibrant area, our firm not only offers competitive benefits but also promotes a healthy work-life balance, making it an excellent choice for those seeking meaningful and rewarding employment.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
