At a Glance
- Tasks: Support high-net-worth clients with trust and estate administration in a dynamic team.
- Company: Join an award-winning legal team known for its entrepreneurial culture and exceptional client service.
- Benefits: Enjoy competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Be part of a supportive environment that values your development and career progression.
- Why this job: Gain valuable experience and learn from experts in private wealth and trust administration.
- Qualifications: Experience in trust or estate administration and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking to build a long-term career within Private Wealth and become part of one of the UK's most highly regarded legal teams? An exciting opportunity has arisen for a Trust Administrator to join an award-winning Private Wealth department that continues to go from strength to strength. This is a fantastic opportunity for someone with experience in trust or estate administration who is looking to deepen their technical expertise and develop their career within a supportive, collaborative, and ambitious environment.
Working closely with Partners, senior lawyers, and specialist trust professionals, you will gain exposure to a broad range of trust administration, tax, and estate matters, supporting high-net-worth individuals, families, trustees, and professional advisers. The team prides itself on providing exceptional client service while fostering a culture where individuals are genuinely supported in their professional development. The role offers a unique opportunity to learn from recognised experts in the field and develop specialist knowledge across trust administration, taxation, probate, and estate planning.
Key responsibilities will include:
- Liaising with clients, trustees, accountants, financial advisers, and investment managers
- Assisting with the preparation of trust accounts and trust tax returns
- Supporting the administration of a varied portfolio of trusts and estates
- Calculating trustee liabilities including Inheritance Tax, Capital Gains Tax, and Income Tax
- Preparing documentation for trustees' meetings and attending meetings to take minutes where required
- Managing trust payments and distributions, including capital and discretionary income distributions
- Assisting with the preparation and review of investment policy statements
- Communicating with HMRC and supporting compliance requirements
- Supporting supervisors and partners with ongoing client matters and billing processes
The successful candidate will possess:
- Previous experience within trust administration, estate administration, or private client work
- Exposure to trust taxation and trust tax return preparation
- Excellent attention to detail and organisational skills
- Strong written and verbal communication abilities
- A genuine passion for private wealth and trust administration
- The ability to manage competing priorities while maintaining exceptional levels of accuracy
- A proactive and client-focused approach to work
Experience using CCH or similar tax software would be beneficial, although training can be provided. This is an opportunity to join a firm that is widely recognised for its entrepreneurial culture, exceptional client service, and commitment to investing in its people. The Private Wealth team has an outstanding reputation in the market and offers high-quality work, genuine career progression opportunities, and a supportive environment where individuals are encouraged to grow and succeed. If you are looking to take the next step in your Private Wealth career and join a team where your development is truly valued, we would love to hear from you. Competitive salary & benefits.
Trust Administrator – Private Wealth in Bolton employer: Office Collective
Join a leading Private Wealth department in Manchester, where you will be part of an award-winning team dedicated to exceptional client service and professional development. With a strong focus on collaboration and support, this role offers the chance to deepen your expertise in trust administration while benefiting from a culture that prioritises employee growth and career progression. Enjoy competitive salary and benefits in a dynamic environment that values your contributions and fosters your success.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator – Private Wealth in Bolton
✨Tip Number 1
Network like a pro! Reach out to professionals in the Private Wealth sector on LinkedIn or at industry events. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and be ready to discuss how your experience aligns with their values. We want you to shine!
✨Tip Number 3
Showcase your passion for trust administration during interviews. Share specific examples of your previous work and how it relates to the role. Let them see your enthusiasm for private wealth!
✨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 about their job search.
We think you need these skills to ace Trust Administrator – Private Wealth in Bolton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in trust or estate administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine passion for private wealth and trust administration. Mention why you want to join our award-winning team and how you can contribute to our exceptional client service.
Showcase Your Communication Skills:Since the role involves liaising with clients and professionals, make sure your written application demonstrates strong communication abilities. Keep your language clear and professional, but let your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity in our Private Wealth team!
How to prepare for a job interview at Office Collective
✨Know Your Trusts
Make sure you brush up on your knowledge of trust administration and estate matters. Familiarise yourself with key concepts like Inheritance Tax and Capital Gains Tax, as these will likely come up in conversation. Showing that you understand the technical aspects will impress your interviewers.
✨Showcase Your Communication Skills
Since the role involves liaising with clients, trustees, and financial advisers, it's crucial to demonstrate your strong communication abilities. Prepare examples of how you've effectively communicated complex information in the past, and be ready to discuss how you would handle client interactions.
✨Highlight Your Attention to Detail
In trust administration, accuracy is key. Be prepared to discuss specific instances where your attention to detail made a difference in your work. Whether it was preparing documentation or managing trust payments, showcasing this skill will resonate well with the interviewers.
✨Express Your Passion for Private Wealth
Let your enthusiasm for private wealth and trust administration shine through. Share why you're drawn to this field and how you see your career developing within it. A genuine passion can set you apart from other candidates and show that you're committed to growing with the team.
