Trust Administrator
2 weeks ago
Are you an experienced administrator with a strong interest in trusts and private client work? Lester Aldridge is looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is a fantastic opportunity to build on your existing experience, manage a varied caseload, and develop your expertise in a supportive, professional environment.If you’re highly organised, proactive, and keen to deliver exceptional client service, this role offers the chance to take real ownership of your work while being supported to grow your skills.Key ResponsibilitiesAssist with the drafting of deeds relating to the creation, variation, and termination of trustsManage a caseload of trusts in administration, ensuring full compliance at all timesCarry out day-to-day trust administration, liaising with trustees, beneficiaries, and third partiesMonitor and manage trust assets, including financial accounts and investments, and liaise with investment managersMaintain accurate trust records both internally and on HMRC’s Trust Registration Service (TRS), including registering new trustsOversee trust terminations, including preparing deeds of appointment, inheritance tax accounts, trustee statements, and distributions to beneficiariesSupport the tax team with trust accounting data entry, reconciliations, and arranging tax paymentsPrepare annual trustee policy statements and assist with trust reviews and trustee meetingsManage property insurance for trust assets (commercial and residential)Keep updated lists of trusts administered by the firm and maintain a calendar of key datesMaintain records for the firm’s trust corporation, including director ID, external accounts, and involvement in trust mattersDeliver excellent client service, responding promptly and professionally to enquiriesManage time recording, quarterly billing, and maintain efficient cost controlKeep up to date with changes in trust law, legislation, and best practiceProvide research and administrative support to solicitors on trust-related mattersSkills & CompetenceMinimum 5+ years’ relevant experience in private client and trust administration or strong general office administration backgroundA desire to deepen your knowledge of trust law, with an interest in working towards STEP qualification (Society of Trust & Estate Practitioners)Strong organisational and time management skills with the ability to prioritise effectively under pressureExcellent attention to detail and accuracy in all tasksEmpathetic and client-focused, with experience in dealing with older clientsProfessional, credible, and tactful with excellent written and verbal communication skillsPositive, enthusiastic, and collaborative team player with a flexible approachAt Lester Aldridge, we believe in supporting and developing our people. As part of our respected Private Client team, you’ll work in a collaborative environment that values expertise, growth, and outstanding client care. We offer a competitive salary, professional development opportunities (including support towards STEP), and a culture where you can truly make an impact. #J-18808-Ljbffr
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Trust Administrator
1 day ago
Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time £40,000 - £80,000 per yearAre you an experienced administrator with a strong interest in trusts and private client work?Lester Aldridge is looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is a fantastic opportunity to build on your existing experience, manage a varied caseload, and develop your expertise in a...
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Trust Administrator
7 days ago
Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time £30,000 - £50,000 per yearAre you an experienced administrator with a strong interest in trusts and private client work? Lester Aldridge is looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is a fantastic opportunity to build on your existing experience, manage a varied caseload, and develop your expertise in...
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Trust Manager
3 days ago
Bournemouth, United Kingdom Randstad Finance Full timeAre you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment. Key Responsibilities: Draft trust...
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Trust Manager
1 week ago
Bournemouth, United Kingdom Randstad Finance Full time £125 - £150OverviewHave you got what it takes to succeed The following information should be read carefully by all candidates.Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied...
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Trust Manager
2 weeks ago
Bournemouth, United Kingdom Randstad Finance Full time £125 - £150OverviewCheck below to see if you have what is needed for this opportunity, and if so, make an application asap.Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied...
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Trust Manager
2 weeks ago
Bournemouth, United Kingdom Randstad Finance Full timeOverview Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment. Key Responsibilities Draft...
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Trust Manager
4 days ago
Bournemouth, United Kingdom Randstad Finance Full timeAre you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment. Key Responsibilities: Draft trust...
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Bournemouth, United Kingdom Royal Bournemouth and Christchurch Hospitals NHS Foundation Trust Full timeThe post holder will be responsible for providing administrative duties within the UHD Residences team including reservations, financial processes and maintenance functions as well as the provision of administrative support to the Accommodation Manager.Base Location: Poole and Bournemouth HospitalInterview Date: 27th November 2025To answer telephone calls,...
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Bournemouth, United Kingdom Dorset HealthCare University NHS Foundation Trust Full timeOverviewThe Bournemouth Integrated Community Mental Health Team are seeking an Administrative Assistant to provide administrative support for the teams. We are looking for an organised, motivated, consistent and enthusiastic individual with excellent administrative skills to join our existing team.The successful candidate will need to multi-task and work...
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Bournemouth, United Kingdom Lester Aldridge LLP Careers Full timeA well-regarded law firm in Bournemouth is seeking a detail-driven administrator to join their Private Client team. This role involves managing a diverse caseload of trusts, ensuring compliance, and delivering exceptional client service within a supportive environment. Ideal candidates will have strong organisational skills and a proactive attitude, with the...
