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- Tasks: Manage diverse trusts and estates, ensuring compliance and delivering excellent client service.
- Company: Join Kreston Reeves, a leading firm with a commitment to inclusivity and employee wellbeing.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and health perks.
- Other info: Opportunities for continuous development and a supportive workplace culture.
- 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 and preparing cashflows, 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 set up, 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 – 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. Your success is important to us, and we’re here to ensure a supportive and inclusive experience for all.
Trust Senior/Administrator employer: Kreston Reeves
Contact Detail:
Kreston Reeves Recruiting Team
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 field. 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 trust accounting and taxation knowledge. Be ready to discuss your experience with managing trusts and estates. We want to see your confidence shine through when you talk about your skills!
✨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, which is key for the Trust Senior/Administrator position.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Trust Senior/Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trust Senior/Administrator role. Highlight any relevant experience in trust or estate administration, 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 explain why you’re passionate about this role and how your background makes you a perfect fit. Be sure to mention your communication skills and ability to manage multiple priorities.
Showcase Your Team Spirit: We love a collaborative team player! In your application, share examples of how you've worked effectively in teams before. This will show us that you can thrive in our supportive environment.
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Kreston Reeves
✨Know Your Trusts Inside Out
Before the interview, brush up on your knowledge of trust and estate administration. Familiarise yourself with key terms, processes, and recent changes in tax legislation that could impact trusts. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Organisational Skills
Given the role's focus on managing multiple priorities, prepare examples that highlight your organisational skills. Think of specific instances where you successfully juggled various tasks or projects, ensuring deadlines were met without compromising quality.
✨Communicate Clearly and Confidently
As a Trust Senior/Administrator, you'll be liaising with various stakeholders. Practice articulating your thoughts clearly and confidently. Consider conducting mock interviews with a friend to refine your communication style and ensure you can convey complex information simply.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the types of trusts you'll be managing, and the company's approach to professional development. This shows you're engaged and serious about finding the right fit for both you and the company.