The role of Trust Assistant is a support role where the successful candidate will work closely with the Trust Manager in a busy Private Client Service, dealing with high net worth individuals from the UK and abroad. We deal with a wide range of Trust and Probate work as well as a number of individuals’ affairs. The Trust Manager will play a pivotal role in the career development of this position.
Key Tasks and Responsibilities (this is a broad but not exhaustive list):
- You will be responsible for inputting data computer systems used by the team from bank statements, investment managers statements and year-end tax packs and the firms client account, etc.
- After training as necessary, you will be fully conversant with our specialist trust and probate computer software packages. We currently use Digiita (for tax returns), Troika and Excel.
- You will deal with the compliance work in respect of trusts and estates to include the production of trust and estate accounts and tax returns; both Self-Assessment and Inheritance Tax; maintaining the FPTCA database.
- You will be expected to be flexible in your approach and willing to undertake a wide range of practical tasks. You will liaise directly with trustees and beneficiaries and take part in client meetings, enjoying regular contact with investment managers and other professional advisers such as banks, valuers and accountants. Provide legal advice to clients in a succinct, practical and persuasive manner.
For a full breakdown of the role, please download our PDF job description.