At a Glance
- Tasks: Manage trust administration and liaise with clients and investment managers.
- Company: Join a friendly and supportive team at JMW’s Private Wealth department.
- Benefits: Permanent full-time role with opportunities for career development.
- Other info: Dynamic environment with excellent support and training opportunities.
- Why this job: Expand your knowledge in trust and estate administration 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.
Key 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
Skills, Knowledge and Expertise
- 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 Manchester employer: JMW Solicitors
JMW is an exceptional employer that fosters a collaborative and supportive work environment in Manchester, making it an ideal place for Trust Administrators looking to advance their careers in private wealth. With a strong emphasis on professional development, employees benefit from hands-on experience in trust administration while being part of a friendly team that values knowledge sharing and personal growth. The company also offers competitive remuneration and a commitment to maintaining high standards of service, ensuring that every team member feels valued and empowered.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator - Private Wealth in Manchester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Trust Administrator role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with trust administration and taxation. We want to see how your skills align with their needs, so don’t be shy about sharing relevant examples from your past work!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and be ready to discuss how you can contribute to their Private Wealth team. We suggest practising common interview questions related to trust and estate administration to boost your confidence.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Trust Administrator - Private Wealth in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous work with trusts or estates, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the Private Wealth department. Share why you’re keen to develop your career in trust administration and how you can contribute to our friendly team.
Showcase Your Communication Skills:Since this role involves liaising with clients and professionals, make sure your written application demonstrates your high standard of communication. Keep it professional yet approachable, just like we do at StudySmarter!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at JMW Solicitors
✨Know Your Trusts
Make sure you brush up on your knowledge of trust administration and taxation. Familiarise yourself with key terms and processes, especially those mentioned in the job description. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised competing demands and maintained attention to detail under pressure.
✨Practice Professional Communication
As communication is key in this role, practice articulating your thoughts clearly and professionally. You might want to rehearse common interview questions with a friend or in front of a mirror, focusing on maintaining a high standard of both verbal and written communication.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the types of trusts they manage, or their approach to client relationships. This shows that you're not just interested in the job, but also in how you can contribute to their success.
