Senior Trust Administrator

Role Overview

• Managing the day-to-day administration of a varied portfolio of trusts and estates
• Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
• Assisting with inheritance tax reporting and other key tax events
• Maintaining accurate trust records, including cashbooks and financial systems
• Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
• Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers
• Supporting client onboarding, including account setup, closures, and ongoing record maintenance
• Drafting engagement letters and supporting client communications
• Assisting with billing processes, including fee raising, debtor management, and credit control support
• Monitor stockbrokers’ online accounts and prepare summaries as necessary
• Assist with deputyship administration and accounts
• Assist with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
• Participating in debtor reviews and monthly credit control meetings **
• Providing general administrative and project support to the wider team as required

Requirements

• Exposure to Trust or estate environment
• Strong organisational skills with excellent attention to detail
• Confident communicator with strong written and verbal skills
• Ability to manage multiple priorities and meet deadlines in a busy environment
• Collaborative, proactive, and supportive team player
• Basic understanding of trust accounting and taxation
• Educated to A-Level or degree level (or equivalent experience) **
• Ideally ATT or STEP or part qualified (desirable)

Benefits

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave –25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition – monthly nominations for financial awards based on culture and values
• Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
• Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
• Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan