Trust SeniorAdministrator
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Job Location:
Monthly Salary:
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
We are seeking an experienced Trust professional to join our London Trust & Estate team in a hybrid role (3 days in the office 2 days working from home). This is a predominantly fee-earning position within one of Londons largest Trust departments (for a firm of our size) supporting a diverse portfolio of over 600 trusts estates small charities and family office-style arrangements. The role combines trust and estate administration accounting support and client service delivery. You will work closely with trustees beneficiaries HMRC solicitors stockbrokers and internal teams contributing to both compliance and day-to-day administration within a collaborative and high-performing environment.
About the role
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
Providing general administrative and project support to the wider team as required
What were looking for
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)
Ideally ATT or STEP or part qualified (desirable)
What we can offer
- 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
At Kreston Reeves we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs and we strive to accommodate them through reasonable adjustments. Whether its adapting work environments providing assistive technologies or modifying processes we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role please dont hesitate to reach out by emailing . Please remember you only need to share what you are comfortable to for us to support your request. Your success is important to us and were here to ensure a supportive and inclusive experience for all.
Required Experience:
Senior IC
About Company
We help businesses, not for profits, private individuals and families with accountancy, business and financial advice across London, Kent, Sussex.
