Senior Customer Service Representative

2 weeks ago

Bournemouth Dorset, United Kingdom Lester Aldridge Full time

Are you an experienced administrator with a strong interest in trusts and private client work?
Lester Aldridge is looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is a fantastic opportunity to build on your existing experience, manage a varied caseload, and develop your expertise in a supportive, professional environment.

If you’re highly organised, proactive, and keen to deliver exceptional client service, this role offers the chance to take real ownership of your work while being supported to grow your skills.

Key Responsibilities:
Assist with the drafting of deeds relating to the creation, variation, and termination of trusts
Manage a caseload of trusts in administration, ensuring full compliance at all times
Carry out day-to-day trust administration, liaising with trustees, beneficiaries, and third parties
Monitor and manage trust assets, including financial accounts and investments, and liaise with investment managers
Maintain accurate trust records both internally and on HMRC’s Trust Registration Service (TRS), including registering new trusts
Oversee trust terminations, including preparing deeds of appointment, inheritance tax accounts, trustee statements, and distributions to beneficiaries
Support the tax team with trust accounting data entry, reconciliations, and arranging tax payments
Prepare annual trustee policy statements and assist with trust reviews and trustee meetings
Manage property insurance for trust assets (commercial and residential)
Keep updated lists of trusts administered by the firm and maintain a calendar of key dates
Maintain records for the firm’s trust corporation, including director ID, external accounts, and involvement in trust matters
Deliver excellent client service, responding promptly and professionally to enquiries
Manage time recording, quarterly billing, and maintain efficient cost control
Keep up to date with changes in trust law, legislation, and best practice
Provide research and administrative support to solicitors on trust-related matters


Skills & Competence
Minimum 5+ years’ relevant experience in private client and trust administration or strong general office administration background
A desire to deepen your knowledge of trust law, with an interest in working towards STEP qualification (Society of Trust & Estate Practitioners)
Strong organisational and time management skills with the ability to prioritise effectively under pressure
Excellent attention to detail and accuracy in all tasks
Empathetic and client-focused, with experience in dealing with older clients
Professional, credible, and tactful with excellent written and verbal communication skills
Positive, enthusiastic, and collaborative team player with a flexible approach


Why Join Lester Aldridge?
At Lester Aldridge, we believe in supporting and developing our people. As part of our respected Private Client team, you’ll work in a collaborative environment that values expertise, growth, and outstanding client care. We offer a competitive salary, professional development opportunities (including support towards STEP), and a culture where you can truly make an impact.

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