At a Glance
- Tasks: Administer and manage a diverse portfolio of trusts and estates with precision.
- Company: A dynamic Family Office in London's vibrant West End.
- Benefits: Competitive salary, hybrid working, and excellent benefits package.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a collaborative team and enhance your career in trust administration.
- Qualifications: Experience in trust administration and strong compliance skills required.
The predicted salary is between 45000 - 50000 £ per year.
A Family Office is seeking an experienced Trust Administrator to join its team based in London's West End. This is an excellent opportunity for a trust professional looking to develop their career within a collaborative and technically strong environment, working across a varied portfolio of family and charitable trusts and estates.
The Role
- You will be responsible for the administration and compliance of a portfolio of trusts and estates, ensuring the efficient delivery of high-quality client service.
- Duties will include:
- Managing day-to-day trust and estate administration
- Preparing trust accounts and income tax returns
- Calculating inheritance tax charges, capital gains tax liabilities and trust distributions
- Managing and reconciling trust bank accounts
- Preparing beneficiary payments, R185s and related documentation
- Liaising with clients, stockbrokers, HMRC and other professional advisers
- Assisting with trust fund distributions and beneficiaries attaining absolute interests
- Preparing cashflow reports and maintaining accurate records
- Keeping up to date with changes in trust and tax legislation
Trust Administrator -Family Office employer: Pro-Tax Recruitment
Join a prestigious Family Office in London's vibrant West End, where you will thrive in a supportive and collaborative work culture that values professional growth and development. With a hybrid working model, excellent benefits, and the opportunity to manage a diverse portfolio of trusts and estates, this role offers a meaningful career path for trust professionals looking to make a significant impact. Embrace the chance to work alongside experienced colleagues in a technically strong environment, ensuring high-quality client service while enjoying the unique advantages of London living.
