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Private Client Trust Consultant

3 months ago

Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

Position Overview: We are seeking a Trust Administration Specialist to become a vital part of our Private Client/Succession & Tax team. This role presents an excellent opportunity to work within a welcoming and inclusive environment, collaborating with high-net-worth individuals and businesses with substantial annual revenues.

Key Responsibilities:

  • Engaging with Trust beneficiaries to provide updates and support
  • Conducting comprehensive annual Trust evaluations
  • Preparing essential Trust documentation
  • Managing daily Trust administrative tasks

Collaborative Environment: Although this position is primarily based in our Bath office, there will be opportunities to work alongside colleagues in various locations, fostering a collaborative atmosphere. At Thrings, we pride ourselves on building strong relationships with our clients and referral partners, and we are looking for someone who can contribute to maintaining and enhancing these connections.

Client Service Excellence: It is crucial that you possess exceptional organizational skills, the ability to work efficiently under pressure, and the capability to meet multiple deadlines while delivering outstanding client service.

Flexible Working: By joining Thrings, you will be part of a supportive and inclusive firm that embraces flexible working arrangements. Expect a dynamic work environment with options for remote work and a range of social and networking events.

Benefits: In recognition of your contributions, we offer a comprehensive benefits package tailored to meet the needs of you and your family, including Private Medical Insurance, Dental Insurance, health assessments, and more.

If you are interested in this opportunity and possess the relevant experience, we encourage you to consider joining our team.