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- Tasks: Support trust management for high-net-worth clients and assist with accounts preparation.
- Company: Join a prestigious Private Wealth team known for its collaborative culture.
- Benefits: Flexible hybrid working, full-time or part-time options, and professional development opportunities.
- Why this job: Make a real impact in wealth management while collaborating with experts in the field.
- Qualifications: Experience in trust administration and strong Excel and Word skills required.
- Other info: Dynamic team environment with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
We have an exciting opportunity to join our esteemed Private Wealth team as a Trust Assistant Manager, working within our Tax/Trust & Accounting team. This role falls under our hybrid working policy, typically involving around 3 days in the office and 2 days from home, though we offer flexibility and can consider remote arrangements with regular visits to either our Newcastle or Bristol office for collaboration. Applications are welcome on both full-time and part-time bases.
As a Trust Assistant Manager, you will play a key role in supporting the management of trust affairs for a diverse client portfolio, including high-net-worth individuals, trusts, and estates. Your responsibilities will include:
- Assisting with the preparation of trust accounts and personal/trust tax returns for review.
- Supporting day-to-day trust administration and compliance tasks.
- Helping ensure engagement letters and billing processes are in place.
- Collaborating with the wider team on charities and small business accounts.
- Providing administrative and technical support to senior members of the trust and tax team.
Our Private Wealth team is a collaboration of lawyers, accountants, financial advisers, and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.
To be successful in this role you'll need as a minimum:
- Experience in trust administration or accounts preparation, preferably within an accountancy practice.
- Familiarity with accounts formats, processes, and systems (knowledge of CCH Trust Accounts is advantageous).
- Strong Excel and Word skills for presenting information clearly.
- Excellent organisational skills and attention to detail.
Trust Assistant Manager in Bristol employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Assistant Manager in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and trust sectors. 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 researching the company and its culture. Familiarise yourself with their Private Wealth team and think about how your skills in trust administration can add value. We want to see you shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on articulating your experience in trust accounts and tax returns clearly. This will help you feel more confident when it’s your turn to impress the hiring team.
✨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. Let’s get you that Trust Assistant Manager role!
We think you need these skills to ace Trust Assistant Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Assistant Manager role. Highlight your experience in trust administration and accounts preparation, and don’t forget to mention any familiarity with CCH Trust Accounts. We want to see how your skills match 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 excited about joining our Private Wealth team. Share specific examples of your past experiences that relate to the responsibilities listed in the job description. We love a good story!
Show Off Your Skills: Don’t hold back on showcasing your Excel and Word skills. If you’ve got any cool projects or reports you’ve worked on, mention them! We’re looking for someone who can present information clearly, so let us know how you’ve done that in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Womble Bond Dickinson
✨Know Your Trusts
Make sure you brush up on your knowledge of trust administration and accounts preparation. Familiarise yourself with common processes and systems, especially CCH Trust Accounts if you can. This will show that you're not just interested in the role but also understand the specifics of what it entails.
✨Excel at Excel
Since strong Excel skills are a must for this position, practice using Excel to present data clearly. Prepare some examples of how you've used Excel in past roles, whether it's for creating reports or managing data. Being able to discuss this confidently will set you apart.
✨Organisational Skills Matter
Highlight your organisational skills during the interview. Think of specific instances where your attention to detail made a difference in your work. Whether it was managing multiple tasks or ensuring compliance, having concrete examples ready will demonstrate your capability.
✨Team Collaboration is Key
Since the role involves working closely with a diverse team, be prepared to discuss your experience in collaborative environments. Share examples of how you've successfully worked with others, particularly in high-pressure situations, to show that you can thrive in their unique setup.
