At a Glance
- Tasks: Manage diverse trust portfolios and ensure smooth day-to-day operations.
- Company: Join a leading Private Client Legal team focused on client satisfaction.
- Benefits: Gain valuable experience, develop skills, and work in a supportive environment.
- Other info: Opportunity for career growth and professional development in a fast-paced setting.
- Why this job: Be part of a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in UK trust administration and strong communication skills required.
The predicted salary is between 35000 - 45000 € per year.
We are seeking a detail-focused and client-driven Trust Administrator to join our Private Client Legal team. This is an excellent opportunity for an organised and proactive individual to get involved in managing a diverse portfolio of trusts, working closely with experienced fee-earners.
In this role, you will support the day-to-day administration of trusts, helping ensure everything runs smoothly and is delivered to a high standard. You will be involved across the full trust lifecycle, from core administration through to governance and financial management, making sure work is completed accurately and on time. You will also play an important role in keeping everything compliant with UK legislation, tax requirements, and professional standards. Alongside this, you’ll have the chance to build relationships with clients and colleagues, develop your technical knowledge, and become a trusted part of the team.
Key responsibilities include:
- Trust setup and lifecycle administration: Prepare and execute trust deeds and other documents and liaise with clients, beneficiaries, trustees, and third parties. Manage day-to-day administration of trusts, including distributions, capital and income accounts, and record-keeping.
- Compliance and governance: Ensure trust activities comply with relevant legislation (including the Trustee Act, CGT, IHT, and anti-money laundering standards). Maintain accurate regulatory and internal compliance records; support KYC/AML checks for new and ongoing matters. Assist with regulatory filings (e.g. Automatic Exchange of Information, FATCA/CRS and the Trust Registration Service), annual accounts, and tax-related reporting, including trust and estate tax returns and inheritance tax returns.
- Financial management: Manage banking arrangements, liaising with investment managers, and cash flow forecasting for trust funds. Liaise with accountants and tax advisers to prepare and file trust tax returns, annual accounts, and statutory documents.
- Client service: Build and maintain strong working relationships with clients, beneficiaries, trustees, professional advisers, and internal teams. Provide timely, accurate, and clear communications on matters, including statutory deadlines, distributions, and administrative changes. Support client meetings, prepare agendas and meeting notes, and follow up on action items.
Our ideal person:
- A strong background in UK trust administration or related probate/estate management (2+ years preferred).
- Solid knowledge of UK trust law, taxation (IHT, CGT, income tax), and regulatory requirements.
- Experience with trust accounting, banking, investments, and financial reporting.
- Excellent organisational and project management skills with close attention to detail.
- Strong written and verbal communication, with the ability to explain complex matters clearly to clients.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Trust Administrator in Leeds employer: The Progeny Group Limited
Join our dynamic Private Client Legal team as a Trust Administrator, where you will thrive in a supportive and collaborative work environment. We prioritise employee growth through continuous learning opportunities and mentorship from experienced professionals, ensuring you develop your expertise in trust administration while building meaningful relationships with clients. Located in a vibrant area, our company offers a flexible work culture that values work-life balance, making it an excellent place for those seeking a rewarding career in the legal sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and trust administration fields. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK trust law and compliance regulations. We recommend practising common interview questions with a friend or in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar. Just keep it short and sweet!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Trust Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trust Administrator role. Highlight your experience in trust administration and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Private Client Legal team. Share specific examples of your experience and how you can contribute to managing trusts effectively.
Showcase Your Attention to Detail:As a Trust Administrator, attention to detail is key. In your application, make sure to demonstrate this skill. Whether it's through your CV formatting or the clarity of your writing, we want to see that you can keep things organised and accurate.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're proactive and keen to join our team!
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Trusts
Make sure you brush up on your knowledge of UK trust law and taxation. Familiarise yourself with key legislation like the Trustee Act and IHT. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Organisational Skills
As a Trust Administrator, organisation is key. Prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the day-to-day administration of trusts effectively.
✨Communicate Clearly
Practice explaining complex trust-related matters in simple terms. You’ll need to build relationships with clients and colleagues, so being able to communicate clearly and effectively is crucial. Consider role-playing with a friend to refine your delivery.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the team dynamics, compliance challenges, or how they manage client relationships. It shows your interest in the role and helps you gauge if it’s the right fit for you.
