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Maze Recruitment Services Limited
TRUST ADMINISTRATORMaze Recruitment Services Limited • Manchester, Lancashire, UK
TRUST ADMINISTRATOR

TRUST ADMINISTRATOR

Maze Recruitment Services Limited • Manchester, Lancashire, UK
24 days ago
Salary
£27,000.00 yearly
Job type
  • Full-time
Job description

JOB TITLE: TRUST ADMINISTRATOR

LOCATION: Manchester City Centre

HOURS OF WORK: 9 am – 5. 30 pm Monday to Friday

BENEFITS: Excellent Benefits

Main Purpose of the role:

  • Reporting to the Tax and Estate Planning Partners
  • Providing administrative support to the Tax and Estate Planning department

JOB DESCRIPTION:

  • Will report to two Partners
  • Review existing records and maintain a record of Trusts where the client is appointed as a professional Trustee to help ensure that they are meeting their obligations as Trustees, keeping on top of key dates and offering excellent service to our Trust clients.
  • Obtaining instructions from clients to offer ongoing Trust administration services as professional trustees.
  • Acting on key dates by advising relevant fee-earners and contacting clients where necessary.
  • Prepare and maintain accurate and up-to-date Trust Accounts, to include details of Trust assets and income & summaries of key points and events relating to the Trusts.
  • Maintain copies of Trust documentation in an organised and easily accessible manner.
  • Schedule annual review meetings with the Trustees, financial advisers and other relevant parties.
  • Prepare file notes and reso...
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TRUST ADMINISTRATOR • Manchester, Lancashire, UK

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