Trust Assistant - £32,000
Job Ref JNO - 67399
Job Location St Pauls/Chancery Lane
Salary & Benefits £32,000
Term Permanent
Consultant Nick O'Brien -
Top city Law firm with an enviable reputation in the Private Client field is keen to recruit a Trust Assistant to join their busy, vibrant team. The role is varied and will include:- • Inputting data into computer systems used by the team from bank statements, investment managers statements and year-end tax packs and the firms client account, etc. • Dealing with compliance work in respect of trusts to include the production of trust accounts. • Dealing with day to day trust record keeping and related tax matters. • You will be responsible for preparing self-assessment tax returns for family trusts, charitable trusts, and individuals. • After training as necessary, be fully conversant with our specialist trust and probate computer software packages. We currently use Troika, Digita and Excel. Excellent scope for progression, in time you will be expected to expand your role to liaising direct with trustees, and beneficiaries and progressing to taking part in client meetings, enjoying contact with investment managers and other professional advisers, such as banks, valuers and accountants. You will need at least 12 months Trust experience and be keen to secure a role with progression. Excellent training and benefits. If you are an experienced Trust Professional seeking a career move in 2018 please get in touch!
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