Trust Manager

Law Support
Central London / West End
From £40,000 to £50,000 per annum
08 Apr 2017
08 May 2017
Contract Type
Full Time
This prestigious UK law firm based in Westminster wish to hire an ambitious Trust Executive to join their team. The role of the Trust Manager will work with the Senior Finance Partner and Head of Private Client dealing with a client portfolio of high net worth individuals from the UK and abroad. The firm deal with a range of Trust and Probate work as well as a number of individuals’ affairs.

The role will work alongside a team of professional and experienced Managers, however will be a stand alone role which will require you to handle both the financial / tax matters as well as case administration. Duties include;


You will be responsible for inputting data into computer systems used by the team from bank statements, investment managers statements and year-end tax packs and the firms client account, etcManage the compliance work in respect of trusts to include the production of trust accountsYou will deal with day to day trust record keeping and related tax mattersYou will be responsible for preparing self-assessment tax returns for family trusts, charitable trusts, and individualsYou will be expected to be flexible in your approach and willing to undertake a wide range of tasksYou will be fully conversant with specialist trust and probate computer software packagesYou will be expected to keep Managers and Partners regularly updated with progress on assignmentsYou will liaise directly with trustees, and beneficiaries and progressing to taking part in client meetings, enjoying contact with investment managers and other professional advisers, such as banks, valuers and accountantsPersonal Specification:

CTA or ATT (part) qualified or an experienced legal Executive/PA who has experience handling a broad mix of private client trust accounts including handling tax returnsHighly motivated individual who will be able to deal effectively with conflicting requirementGood communication skill Technical Skills:

Computer literate; it would be beneficial to have knowledge of the specialist computer packagesHigh level of numerical skillsFamiliarity with computer systems currently in useGood knowledge of databasesGood organisational skillsGood problem solving skillsHigh degree of accuracy/attention to detailTo apply contact Neil Hagan quoting ref. NH-LTM-20.03.17