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For Companies At a Glance
- Tasks: Manage trusts, ensure compliance, and deliver exceptional client service in a supportive environment.
- Company: Join Lester Aldridge, a respected firm known for its collaborative culture and client focus.
- Benefits: Competitive salary, professional development support, and opportunities for growth.
- Why this job: Make a real impact while deepening your knowledge of trust law and administration.
- Qualifications: 5+ years in trust administration or strong office admin background; interest in STEP qualification.
- Other info: Dynamic team environment with a focus on expertise and outstanding client care.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced administrator with a strong interest in trusts and private client work? Lester Aldridge is looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is a fantastic opportunity to build on your existing experience, 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
Minimum 5+ years’ relevant experience in private client and trust administration or strong general office administration background
A desire to deepen your knowledge of trust law, with an interest in working 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
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.
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Trust Administrator employer: Lester Aldridge
Contact Detail:
Lester Aldridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their success. This will help you stand out as a candidate who genuinely cares about the position.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable talking about your experience and how it relates to the Trust Administrator role. The more you practice, the more confident you'll feel when it counts!
✨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 are proactive and engaged with our brand.
We think you need these skills to ace Trust Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Administrator role. Highlight your relevant experience in trust administration and private client work, 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 express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your client-focused approach and how you can contribute to our Private Client team.
Showcase Your Skills: In your application, be sure to highlight your strong communication skills and ability to manage a varied caseload. We want to see how you’ve successfully handled similar responsibilities in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with Lester Aldridge!
How to prepare for a job interview at Lester Aldridge
✨Know Your Trusts
Make sure you brush up on your knowledge of trusts and private client work before the interview. Familiarise yourself with key terms, recent changes in trust law, and the specific responsibilities of a Trust Administrator. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experience where you successfully managed multiple tasks or caseloads. Be ready to discuss how you prioritised effectively under pressure and maintained accuracy in your work.
✨Demonstrate Client Focus
Lester Aldridge values exceptional client service, so think of instances where you went above and beyond for clients. Share stories that highlight your empathetic approach and ability to communicate professionally, especially with older clients who may require extra care.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing training opportunities, and the firm's approach to trust administration. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your values.
