Team Administrator

Are you looking 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