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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, competitive salary, and opportunities for part-time roles.
- Why this job: Make a real impact in wealth management while developing your skills in a supportive environment.
- Qualifications: Experience in trust administration or accounts preparation, strong Excel and Word skills.
- Other info: Dynamic team of experts offering excellent career growth and collaboration opportunities.
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 Plymouth 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 Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and trust sectors. 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 researching the company and its culture. Understand their approach to trust management and be ready to discuss how your experience aligns with their needs. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in trust administration and how you can contribute to their 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 hiring process.
We think you need these skills to ace Trust Assistant Manager in Plymouth
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 and how your background makes you a great fit. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Skills: When filling out your application, be sure to showcase your strong Excel and Word skills. Mention specific examples of how you've used these tools in previous roles to present information clearly. We appreciate attention to detail, so make sure your application reflects that!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Plus, you’ll get to see more about our culture and values while you’re at it!
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 terms 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.
✨Excel at Excel
Since strong Excel skills are a must, practice using Excel to create clear and concise reports. Be ready to discuss how you've used Excel in past roles, perhaps to manage data or prepare accounts. A little prep can go a long way in demonstrating your technical abilities.
✨Organisational Skills Matter
Highlight your organisational skills during the interview. Prepare examples of how you've managed multiple tasks or projects simultaneously, especially in a fast-paced environment. This will reassure them that you can handle the day-to-day trust administration and compliance tasks effectively.
✨Team Player Vibes
Since collaboration is key in this role, think of examples where you've worked well in a team. Whether it’s collaborating on charity accounts or supporting senior members, showing that you can work harmoniously with others will make you stand out as a candidate who fits into their Private Wealth team.
