At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and high-quality client service.
- Company: Dynamic Family Office in London’s West End with a collaborative culture.
- Benefits: Competitive salary, 25 days leave, private medical insurance, and pension scheme.
- Other info: Hybrid working model with a focus on diversity and inclusion.
- Why this job: Join a supportive team and grow your career in trust administration.
- Qualifications: Experience in trust administration and knowledge of tax legislation 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
About You
- We are looking for an organised and detail-oriented individual with:
- Previous experience in trust and estate administration
- Knowledge of trust taxation, accounting and compliance requirements
- Experience preparing trust accounts and tax returns
- STEP qualified
- Strong attention to detail and excellent organisational skills
- A solid understanding of trust structures and beneficiary requirements
- Experience with CCH Trust Accounts, CCH Central and Accounts Production software
Salary & Benefits
- £45,000 - £50,000 depending on experience
- 25 days annual leave
- Private Medical Insurance
- Non-contributory pension scheme
- Life Assurance
- Group Income Protection
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust Administrator -Family Office employer: Pro-Tax
Join a dynamic Family Office in London’s West End as a Trust Administrator, where you will thrive in a collaborative and technically proficient environment. With a strong commitment to employee growth, we offer excellent benefits including private medical insurance, a non-contributory pension scheme, and 25 days of annual leave, all while promoting a diverse and inclusive workplace culture that values unique perspectives.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator -Family Office
✨Tap into Campus Networks
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We think you need these skills to ace Trust Administrator -Family Office
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Tax.
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How to prepare for a job interview at Pro-Tax
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Tax.
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