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Trusts Executive/Administrator
Location: Torquay (Hybrid working)
Full or part-time considered
What's on offer?
- Open to applicants from a Legal or Accountancy background
- Competitive salary
- Hybrid working available (after probation)
- 25 days holiday + Your birthday off
- 1 hour 15 min lunch break if you wish!
- Annual pay reviews
The Opportunity:
- Join this broader Private Client team and specialise in trust creation, management and tax-efficient wealth preservation
- This role involves administering trusts, managing assets, completing trust tax returns, advising trustees on their responsibilities and overseeing the distribution of trust income and capital
- Regular client and beneficiary interaction is essential, as well as liaising with professional organisations and agencies
Responsibilities Include:
- Setting up trust accounts, maintaining records and handling related administration
- Preparing annual trust accounts and tax returns
- Advising trustees and liaising with beneficiaries
- Transferring and investing balances on behalf of clients and trusts
What You Bring:
- Experience in private client work, accountancy or tax administration (trust experience is a bonus)
- Understanding of trust tax affairs or private client disciplines is an advantage
- Strong relationship-building skills, client-focused approach and a proactive attitude
- Enthusiasm for delivering first-class service and working collaboratively in a friendly, supportive environment
Whether full-time or part-time, this role offers a fantastic opportunity for career progression in private client trust work within a highly regarded team.
What next?
- Click on apply now to send your CV over
- Or call Paul Norman today for a confidential conversation about this and other vacancies across the South West
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