Trust Executive
3 weeks ago
Job Title: Trust Executive
About the Role:
We are seeking an experienced Trust Executive to join our Private Client/Succession & Tax team in Bath. The successful candidate will have a proven track record of running their own files and prioritizing work as required.
Key Responsibilities:
- Reporting to and liaising with Trust beneficiaries
- Carrying out annual Trust reviews
- Drafting Trust documentation
- Preparing Trust Inheritance Tax, Capital Gains Tax and Income Tax returns
- Day-to-day Trust administration including data entry of investment transactions
- Reviewing and updating FATCA/GIIN status for Trusts
Requirements:
To succeed in this role, you will need to be organized, able to work at pace and deliver to multiple deadlines. You will also need to have excellent communication skills and be able to provide exceptional client service.
What We Offer:
As a Trust Executive at Thrings, you will have the opportunity to work in a supportive and inclusive environment. We offer a range of benefits including Private Medical Insurance, Dental Insurance, and Health checks.
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