At a Glance
- Tasks: Manage trust administration and collaborate with clients and investment managers.
- Company: Join a friendly and supportive team at JMW's Private Wealth department.
- Benefits: Gain valuable experience in trust and estate administration with career growth opportunities.
- Other info: Full training provided; perfect for those eager to learn and grow.
- Why this job: Develop your skills in a dynamic environment while making a real impact.
- Qualifications: Experience in trust administration and a passion for private client work.
The predicted salary is between 30000 - 40000 £ per year.
JMW's Private Wealth department are looking for a Trust Administrator with excellent administrative skills and aspiration to develop their career within a friendly, supportive team. The successful candidate will work closely with partners and members of our growing team, including our Trust Manager. The team itself deals with a wide range of trust administration work together with tax and probate matters. We encourage applications from applicants who have been exposed to the administration of trusts or estates and are looking to expand their knowledge and experience in the area.
Responsibilities
- Liaising with clients and third-party investment managers or accountants
- Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required
- Calculating trustees' liabilities to IHT, CGT and Income Tax and making use of annual exemptions
- Preparing for and attending trustees' meetings and taking minutes of those meetings
- Dealing with payments and distributions from trusts, both capital and discretionary income distributions
- Preparing and reviewing trustees' investment policy statements
- Keeping supervisors regularly updated with progress on assignments and assisting with billing
- Ensure all written and verbal communication is of the highest professional standard
- Any other tasks as may be required from time to time
Qualifications / Experience
- Experience of taxation and administration of trusts, including completion of trust tax returns
- Enthusiasm and dedication to pursuing a career in private client work, with a focus on trust and estate administration
- Willingness to share knowledge and experience with colleagues
- Excellent organisational skills and the ability to prioritise competing demands effectively
- A high degree of attention to detail
- Familiarity with CCH or a similar tax reporting software (although full training can be given where necessary)
- Good level of judgement and logical approach to problem solving
- High standard of oral and written communication skills
- Self-motivated and able to work under pressure
- The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
- Strong internal personal skills in dealing with clients, colleagues and senior management
- Excellent time management, organisational and multi-tasking skills
- Able to work on own initiative and to be highly disciplined
Trust Administrator - Private Wealth in Hazel Grove employer: JMW Solicitors
JMW is an exceptional employer that fosters a collaborative and supportive work environment, particularly within our Private Wealth department. As a Trust Administrator, you will benefit from ongoing professional development opportunities while working alongside experienced partners and a dedicated team, all in a vibrant location that encourages both personal and career growth. We pride ourselves on our commitment to excellence and the high standards of service we provide to our clients, making this a rewarding place to advance your career in trust and estate administration.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator - Private Wealth in Hazel Grove
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We think you need these skills to ace Trust Administrator - Private Wealth in Hazel Grove
Some tips for your application 🫡
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How to prepare for a job interview at JMW Solicitors
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