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- Tasks: Support trust management for diverse clients, handling accounts and compliance tasks.
- Company: Reputable firm with a focus on trust and estate management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a difference in clients' financial futures.
- Qualifications: Experience in trust administration and strong Excel/Word skills required.
- Other info: Great opportunity for career growth in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
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.
Responsibilities:
- 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.
Qualifications:
- 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 Leeds 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 Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust and tax field. Attend industry events or webinars where you can meet potential employers and showcase your skills. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust administration and accounts preparation. Be ready to discuss your experience with high-net-worth individuals and how you can add value to their portfolios. Confidence is key!
✨Tip Number 3
Showcase your Excel and Word skills during interviews. Bring examples of reports or presentations you've created. This will demonstrate your technical abilities and attention to detail, which are crucial for the Trust Assistant Manager role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Trust Assistant Manager position. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Trust Assistant Manager in Leeds
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!
Showcase Your Skills: When writing your application, emphasise your strong Excel and Word skills. Give examples of how you've used these tools to present information clearly in past roles. This will help us see how you can contribute to our team right from the start.
Be Organised: We love a candidate who pays attention to detail! Make sure your application is well-organised and free of typos. A neat and clear presentation reflects your organisational skills, which are crucial for the Trust Assistant Manager position.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Womble Bond Dickinson
✨Know Your Trusts
Before the interview, brush up on your knowledge of trust administration and the specific responsibilities of a Trust Assistant Manager. Familiarise yourself with common trust accounts formats and processes, especially if you have experience with CCH Trust Accounts. This will show that you're not just interested in the role but also understand the nuances involved.
✨Showcase Your Skills
Be ready to discuss your Excel and Word skills in detail. Prepare examples of how you've used these tools to present information clearly in past roles. If you can, bring along a portfolio or examples of your work that demonstrate your organisational skills and attention to detail—this will make a strong impression.
✨Engage with the Team
Since collaboration is key in this role, think about how you can demonstrate your teamwork abilities. Prepare anecdotes that highlight your experience working with diverse teams, especially in relation to charities and small business accounts. This will help the interviewers see how you can fit into their existing team dynamic.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company’s approach to trust management and client engagement. Ask about their processes for compliance and administration, as well as how they support their staff's professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
