Trusts Manager
2 weeks ago
Some of the Benefits
Generous salary banding6% Pension25 - 30 statutory days holiday per year along with 9 public holidaysPurchase Holidays SchemeFirm-wide Bonus SchemeCritical Illness CoverHybrid workingFlexible Working PatternsCycle to work schemeTravel LoansVolunteer DayWeekly Dress Down Friday & Monthly Board Room Drinks
The day to day
While working in a team you’ll be expected to take on your own quality caseload from inception to completion in correlation with the firm’s philosophy. The firm wants somebody who can custom design it’s advice around its clients.
Trust and Charity administration including and managing trust records on behalf of clientsDealing directly with trustees, and beneficiaries Trust and charity administration including administering and managing trust records on behalf of clientsDealing directly with trustees, and beneficiaries and advising and acting on their instructionsDealing with professional intermediaries in connection with client accountsDemonstrating an understanding of trust deeds to ensure the trust is managed in line with the specified termsDemonstrating an understanding of Income and Capital Gains Tax and its interaction with the administration of trustsAdvising in relation to setting up, ongoing administration and termination of trusts in line with the terms of deeds and client instructionsManaging trust finances and calculating disbursements and payments to beneficiariesDealing with Trust Registration; Common Reporting Standard reporting; Register of Controlling Interests in Land reporting and ensuring administration complies with any other relevant legislation and reporting to relevant bodies as may be requiredDealing with Inheritance Tax and preparation of appropriate reporting formsPreparation of Deeds, Trustee Minutes and ResolutionsReview and set up of systems, maintenance of trust records and compliance recordsDealing with AML processes
Do you have the skillset and experience?
Determine to find somebody highly motivated and a proactive team player with the ability to prioritise a high-volume caseload to an exceptional standard. Existing Managerial experience.
Excellent communication skills - written and verbalExtensive Trusts experienceExperience supporting, managing and training othersHighly organised, process driven and a keen eye for detailExcellent people skillsCalm under pressure, good organisational skills and excellent time management - with the ability to prioritise and deliver to deadlines
Don’t worry If you don’t have all the above traits or experience yet, if you have extensive Trusts experience, I’d like to talk to you.
Interested?
Please apply now by emailing your CV or call for a friendly chat with Jack Broadley at G2 Legal.
#INDGEM
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