Private Client Administrator

2 weeks ago


Hertfordshire, United Kingdom Austen Lloyd Limited Full time

Austen Lloyd Limited is seeking a highly skilled Private Client Administrator to join their team in Hertfordshire. This role offers a competitive salary, ranging from £45,000 to £60,000 per annum, along with excellent benefits and career progression opportunities.



The Role:

  • You will be responsible for managing a diverse range of trusts, ensuring compliance with legal and tax requirements, and providing clear advice to stakeholders.



Main Responsibilities:

  1. Administer trusts, including discretionary, life interest, and charitable trusts.
  2. Prepare trust accounts, tax returns, and compliance documentation.
  3. Liaise with beneficiaries and trustees.
  4. Collaborate with the Private Client team on estate planning and related matters.
  5. Stay up-to-date with changes in trust law and taxation.



Requirements:

  • Minimum 4 years' experience as a Trust Manager or similar role.
  • STEP qualification (or working towards) preferred.
  • Strong knowledge of trust and estate taxation.
  • Excellent communication and organizational skills.
  • Proactive and collaborative approach.



What's on Offer:

  • Competitive salary and benefits package.
  • Career progression opportunities.
  • Flexible working options.
  • Supportive and inclusive environment.


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