At a Glance
- Tasks: Manage diverse trusts and estates, ensuring compliance and delivering excellent client service.
- Company: Join Kreston Reeves, a leading professional services firm with a rich history.
- Benefits: Enjoy competitive salary, hybrid working, and extensive wellbeing support.
- Other info: Inclusive workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact in a collaborative environment while developing your career.
- Qualifications: Experience in trust or estate administration and strong organisational skills required.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking an experienced Trust professional to join our London Trust & Estate team in a hybrid role (3 days in the office, 2 days working from home). This is a predominantly fee-earning position within one of London’s largest Trust departments, supporting a diverse portfolio of over 600 trusts, estates, small charities, and family office-style arrangements. The role combines trust and estate administration, accounting support, and client service delivery. You will work closely with trustees, beneficiaries, HMRC, solicitors, stockbrokers, and internal teams, contributing to both compliance and day-to-day administration within a collaborative and high-performing environment.
About the role
- Managing the day-to-day administration of a varied portfolio of trusts and estates
- Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
- Assisting with inheritance tax reporting and other key tax events
- Maintaining accurate trust records, including cashbooks and financial systems
- Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
- Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers
- Supporting client onboarding, including account setup, closures, and ongoing record maintenance
- Drafting engagement letters and supporting client communications
- Assisting with billing processes, including fee raising, debtor management, and credit control support
- Monitoring stockbrokers’ online accounts and preparing summaries as necessary
- Assisting with deputyship administration and accounts
- Assisting with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
- Participating in debtor reviews and monthly credit control meetings
- Providing general administrative and project support to the wider team as required
What we're looking for
- Exposure to Trust or estate environment
- Strong organisational skills with excellent attention to detail
- Confident communicator with strong written and verbal skills
- Ability to manage multiple priorities and meet deadlines in a busy environment
- Collaborative, proactive, and supportive team player
- Basic understanding of trust accounting and taxation
- Educated to A-Level or degree level (or equivalent experience)
- Ideally ATT or STEP or part qualified (desirable)
What we can offer
- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave – 25.5 days plus bank holidays, holiday buying
- Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
- Physical wellbeing – Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values
- Development – continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
- Diversity, inclusion and belonging – several family-friendly policies and proactive steps to create an inclusive environment
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities.
- Opportunities to support our commitment to charitable causes
- Travel – optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan
At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing recruitment@krestonreeves.com. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
About Kreston Reeves
With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs. We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice. Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions. We’re proud to be B Corp certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.
Trust Senior/Administrator employer: Kreston Reeves LLP
Kreston Reeves is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and development. With a competitive salary, generous leave policies, and a commitment to diversity, employees benefit from a hybrid working model and clear progression routes within one of London’s largest Trust departments. The firm’s dedication to community engagement and environmental responsibility further enhances the rewarding experience of working here.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Senior/Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the Trust and estate sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Familiarise yourself with their work in trusts and estates. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your communication skills! As a Trust professional, you'll need to convey complex information clearly. Try mock interviews with friends or family to build your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trust Senior/Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in trust and estate administration. We want to see how your skills match the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills:Since this role involves liaising with various stakeholders, it’s crucial to demonstrate your strong written and verbal communication skills. Use clear and concise language in your application to reflect this.
Highlight Your Organisational Skills:We’re looking for someone who can manage multiple priorities effectively. In your application, mention specific examples of how you’ve successfully juggled tasks in a busy environment to show us you can handle the workload.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Kreston Reeves LLP
✨Know Your Trust Basics
Before the interview, brush up on your understanding of trust accounting and taxation. Familiarise yourself with key terms and processes related to trust and estate administration, as this will show your potential employer that you’re serious about the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you successfully managed multiple priorities and met tight deadlines. This is crucial for a role that involves handling a diverse portfolio of trusts and estates, so be ready to discuss how you keep everything organised.
✨Communicate Confidently
Practice your verbal and written communication skills. You’ll need to interact with trustees, beneficiaries, and various professionals, so being able to articulate your thoughts clearly will set you apart. Consider doing mock interviews with a friend to refine your delivery.
✨Emphasise Team Collaboration
This role requires a collaborative approach, so be prepared to discuss how you’ve worked effectively in teams before. Share specific instances where you supported colleagues or contributed to a team project, highlighting your proactive and supportive nature.
