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- Tasks: Assist with trust administration and client service in a supportive environment.
- Company: Join a respected Private Client team at Lester Aldridge.
- Benefits: Competitive salary, professional development, and support towards STEP qualification.
- Why this job: Build a career in trust law while making a real impact for clients.
- Qualifications: Strong organisational skills and a desire to grow in trust law.
- Other info: Collaborative culture that values expertise and personal growth.
The predicted salary is between 28800 - 43200 £ per year.
Are you looking for an entry-level position to build a career in Trusts? We are looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is an opportunity to build a fantastic career in Trust law, manage a varied caseload, and develop your expertise in a supportive, professional environment. If you're highly organised, proactive, and keen to deliver exceptional client service, this role offers the chance to take real ownership of your work while being supported to grow your skills.
Key Responsibilities:
- Assist with the drafting of deeds relating to the creation, variation, and termination of trusts
- Manage a caseload of trusts in administration, ensuring full compliance at all times
- Carry out day-to-day trust administration, liaising with trustees, beneficiaries, and third parties
- Monitor and manage trust assets, including financial accounts and investments, and liaise with investment managers
- Maintain accurate trust records both internally and on HMRC's Trust Registration Service (TRS), including registering new trusts
- Oversee trust terminations, including preparing deeds of appointment, inheritance tax accounts, trustee statements, and distributions to beneficiaries
- Support the tax team with trust accounting data entry, reconciliations, and arranging tax payments
- Prepare annual trustee policy statements and assist with trust reviews and trustee meetings
- Manage property insurance for trust assets (commercial and residential)
- Keep updated lists of trusts administered by the firm and maintain a calendar of key dates
- Maintain records for the firm's trust corporation, including director ID, external accounts, and involvement in trust matters
- Deliver excellent client service, responding promptly and professionally to enquiries
- Manage time recording, quarterly billing, and maintain efficient cost control
- Keep up to date with changes in trust law, legislation, and best practice
- Provide research and administrative support to solicitors on trust-related matters
Skills & Competence:
- A desire to grow a career in trust law, with an opportunity to work towards STEP qualification (Society of Trust & Estate Practitioners)
- Strong organisational and time management skills with the ability to prioritise effectively under pressure
- Excellent attention to detail and accuracy in all tasks
- Empathetic and client-focused, with experience in dealing with older clients
- Professional, credible, and tactful with excellent written and verbal communication skills
- Positive, enthusiastic, and collaborative team player with a flexible approach
Why Join Lester Aldridge?
At Lester Aldridge, we believe in supporting and developing our people. As part of our respected Private Client team, you'll work in a collaborative environment that values expertise, growth, and outstanding client care. We offer a competitive salary, professional development opportunities (including support towards STEP), and a culture where you can truly make an impact.
Team Administrator in Bournemouth employer: Lester Aldridge LLP
Contact Detail:
Lester Aldridge LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Administrator in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to people in the trust law field, attend industry events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We recommend practising common interview questions and tailoring your answers to highlight your organisational skills and client-focused approach.
✨Tip Number 3
Showcase your enthusiasm for trust law! During interviews, let your passion shine through. Talk about your desire to grow in this field and how you’re eager to contribute to the team’s success.
✨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 Team Administrator in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Team Administrator role. Highlight any relevant experience or skills that match the job description, especially your organisational and client-focused abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for trust law and how you can contribute to our Private Client team. Be sure to mention your attention to detail and proactive approach.
Showcase Your Skills: In your application, don’t forget to showcase your strong organisational skills and ability to manage multiple tasks. We love candidates who can demonstrate their time management prowess and client service experience.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Lester Aldridge LLP
✨Know Your Trusts
Before the interview, brush up on your knowledge of trust law and the specific responsibilities of a Trusts Administrator. Familiarise yourself with common terms and processes, as this will show your genuine interest in the role and help you answer questions confidently.
✨Showcase Your Organisational Skills
Since the job requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure compliance with regulations.
✨Demonstrate Client Focus
This role is all about delivering exceptional client service. Think of instances where you've gone above and beyond for a client or resolved a challenging situation. Highlight your empathetic approach and ability to communicate effectively with clients, especially older ones.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team dynamics, opportunities for professional development, or how the firm supports its employees in achieving their STEP qualifications. This shows your enthusiasm for the role and your desire to grow within the company.
