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- Tasks: Manage diverse trusts and estates, ensuring compliance and delivering excellent client service.
- Company: Join Kreston Reeves, a leading firm in London with a focus on inclusivity and support.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and wellness programmes.
- Other info: Opportunities for continuous development and a commitment to diversity and inclusion.
- Why this job: Make a real impact in a collaborative environment while developing your career in trust administration.
- Qualifications: Experience in trust or estate environments, strong organisational skills, and a proactive team player.
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
- Monitor stockbrokers’ online accounts and prepare summaries as necessary
- Assist with deputyship administration and accounts
- Assist 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 – we offer 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 – we operate several family-friendly policies and take 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 – other 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. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
Trust Senior/Administrator in London employer: Kreston Reeves
Contact Detail:
Kreston Reeves Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Senior/Administrator in London
✨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 brushing up on your knowledge of trust accounting and taxation. Be ready to discuss your experience with managing trusts and estates. We want to see your confidence shine through!
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed multiple priorities in past roles. This will demonstrate your ability to thrive in a busy environment, just like the one we have at Kreston Reeves.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our collaborative culture.
We think you need these skills to ace Trust Senior/Administrator in London
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 align with 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 ability.
Highlight Your Organisational Skills: We’re looking for someone with excellent attention to detail and the ability to manage multiple priorities. Share examples from your past roles where you successfully juggled tasks and maintained accuracy under pressure.
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
✨Know Your Trust Basics
Before the interview, brush up on your knowledge of trust and estate administration. Familiarise yourself with key terms like inheritance tax, trust tax returns, and compliance requirements. This will show that you’re not just interested in the role but also understand the fundamentals.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you successfully managed multiple priorities. Be ready to discuss how you keep track of deadlines and ensure accuracy in your work, especially when dealing with financial records.
✨Communicate Confidently
As a key point of contact for various stakeholders, your communication skills are crucial. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video calls to refine your verbal and written communication style.
✨Demonstrate Team Spirit
This position is all about collaboration, so be prepared to discuss how you’ve worked effectively in teams before. Share specific examples of how you’ve supported colleagues or contributed to a positive team environment, highlighting your proactive and supportive nature.