Trust Officer/ Business Support

Trust Executive / Office Support

Bath

£30k p.a

Our client, one of the top law firms in the UK, has an exciting opportunity for a Trust Executive to join their team!

The role:

· Reporting to and liaising with Trustees and beneficiaries

· Carrying out annual Trust reviews in conjunction with Trustees

· Drafting some Trust documentation to record events during the lifetime of the Trust

· Preparation of Inheritance Tax, Income Tax and Capital Gains Tax returns

· Updating trust database with information to comply with Trust Registration Service requirements and ensure information held up to date

· Registering trusts with the Trust Registration Service and ensuring information held is up to date

· Ensuring Trust synopses held electronically are up to date

· Data entry of investment transactions received by contract note, statement, periodic valuations or via online portals

· Reconciliation of the data entry - with a view to the production of annual Trust Accounts and Tax Returns, ensuring information held as accurate and up to date as possible

· Liaising with Investment Managers/HMLR/other financial institutions regarding changes in trust circumstances/trustee appointments and retirements etc.

· Preparation for, and actioning, regular payments to/on behalf of trustees as instructed

· Settlement of tax liabilities arising

· Reviewing and circulating, as appropriate, periodic valuations to Trustees with appropriate observations and comment

· Reviewing and updating FATCA/GIIN status for trusts via IRS portal

· Assisting with the preparation of the required reports for bi-annual Trustees meetings of Charitable Trusts.

Key skills/ experience:

· Commercially minded with the ability to scope and price work appropriately and profitably

· Excellent written English

· Previous experience of professional services within a law firm

· Strong communicator with excellent interpersonal skills

· Exceptional understanding of confidentiality

· High standards of client service

· Ability to work with and inspire others to learn and develop

· Excellent user of MS Office including Outlook, Word, Excel, PowerPoint