Head of Trustee Services

2 weeks ago

Nottingham, United Kingdom James Kay Associates Ltd Full time

James Kay Associates are working in partnership with a well-known Legal firm in Nottingham who are currently looking for a Head of Trustee Services to join their team on a full-time permanent basis.
- Hybrid working available
- Parking
- Salary £55,000 - £75,000, DOE this is also open to negotiation
- Excellent benefits package including holidays and pension

The business offers a professional trustee service in terms of both partners and their Trust Corporation acting as trustee in a range of circumstances.

As the Head of Trustee Services, you will
- Develop an interactive database of trust matters and the associated collateral to deliver a streamlined service
- Detect individual trusts from existing records and, with the assistance of a junior team, populate a composite database of all Trust matters under management
- Promote the trustee services to the trustees of all trusts identified
- Oversee the streamlined retirement of former partners and the transition to RTL/new trustees
- Provide regular reports on progress to Private Client Lead Partner
- Aim to provide an annual trust administration service at different levels
- The trust year runs in line with the tax year and as the HTS you will be expected to engage in the completion of the Trust Admin which will include, coordinating the annual management of each trust
- Prepare annual report to trustees
- Maintain internal compliance requirements
- Coordinate trustee meetings/agendas and minutes
- Liaise with trustees and beneficiaries throughout or/coordinating such matters via matter manager
- Prepare of annual trust accounts
- Prepare annual trust tax returns/collating details for provision to the partner accountancy practices and maintenance of links with those practices
- Cash flow management
- Liaise with intermediaries; stockbrokers, insurance brokers and land agents
- Provide tax advice to trustees and settlors and scheduling distributions to beneficiaries or the commissioning of such advice/provision of instructions to procure such advice
- Manage, guide and educate junior team members
- File management
- Effective, efficient and timely management of all matter
- Be proactive in developing new business opportunities from internal cross-referrals, existing clients and other professionals
- Meet agreed targets for chargeable time, fee income generated, billing and fee collection

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