Trs Administrator/trust Archivist
2 weeks ago
**The Opportunity**: **The Role**: - Researching the Practice Management system for all Trust Documents - Carrying out research for Matters that have been identified with Trusts that need registering with the Trust Registration Service (TRS) - Working with the Private Client team an supporting other teams with the work which is referred across. - Contacting Clients and informing them of their unregistered trusts and guiding them through the registration process of the TRS - Using our ALB system to update data records - Booking meetings with Clients - Invoicing Clients for fees of their registration of Trusts with the TRS - Meeting and greeting clients and taking ID documents - Ensure all feedback received from Clients or 3rd parties regarding the Firm or a service provided is passed on to the appropriate individual. - When appropriate, make file notes of meetings or telephone calls - To undertake any specified responsibility and to be familiar and comply with the requirements of all regulatory/professional quality standards within your Department, the Firm’s compliance and quality standards procedures and policies - To undertake any other reasonable duties or activities which may be allocated - Can ensure that all documents are produced in accordance with Firm’s house style - Will be competent in each of the firm’s systems including: Microsoft software packages, ALB (Practice Management system) and any bespoke packages as required - Will report any IT/PMS issues to the relevant individuals or 3rd party IT Support provider - Can troubleshoot equipment when required **#TeamSpire**: Spire Solicitors LLP is one of the largest legal firms in the region. With our head office in the heart of Norwich city centre, we have a strong regional presence with offices in market towns throughout Norfolk including Attleborough, Aylsham, Dereham, Diss, Watton and Wymondham. We offer a comprehensive range of legal advice and we pride ourselves on our friendly and personable culture. **Benefits**: - Healthcare cash plan with Bupa - Contributory pension scheme - 25 days’ annual leave (FTE), plus Bank Holidays - 2 self-care days per year (FTE) - 3.5 days paid "close down" days at Christmas - Personal Development Plan to support your career - Wellbeing Champions to support your wellbeing within the firm - Agile/Flexi Working Policy - Staff events, and an active social committee - A collaborative and engaging company culture Equal Opportunities: Spire Solicitors LLP is an equal opportunity employer with all applicants considered for interview and potential subsequent employment without regard to disability, gender identity, race, sex, sexual orientation, or any other legally protected status.
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Trusts & Estates Tax Director
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Norwich, United Kingdom Birketts Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.The firmBirketts is a full service, UK Top 50 law firm. With a heritage spanning 160 years, we have more than 700 lawyers and legal professionals based in Bristol, Cambridge, Chelmsford, Ipswich, London, Norwich and Sevenoaks. We advise businesses, government and...
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Trusts & Estates Tax Director - Norwich
7 days ago
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