Trust Executive / Office Support
Bath
£30k p.a
Our client, one of the top law firms in the UK, has an exciting opportunity for a Trust Executive to join their team!
The role:
- Reporting to and liaising with Trustees and beneficiaries
- Carrying out annual Trust reviews in conjunction with Trustees
- Drafting some Trust documentation to record events during the lifetime of the Trust
- Preparation of Inheritance Tax, Income Tax and Capital Gains Tax returns
- Updating trust database with information to comply with Trust Registration Service requirements and ensure information held up to date
- Registering trusts with the Trust Registration Service and ensuring information held is up to date
- Ensuring Trust synopses held electronically are up to date
- Data entry of investment transactions received by contract note, statement, periodic valuations or via online portals
- Reconciliation of the data entry - with a view to the production of annual Trust Accounts and Tax Returns, ensuring information held as accurate and up to date as possible
- Liaising with Investment Managers/HMLR/other financial institutions regarding changes in trust circumstances/trustee appointments and retirements etc.
- Preparation for, and actioning, regular payments to/on behalf of trustees as instructed
- Settlement of tax liabilities arising
- Reviewing and circulating, as appropriate, periodic valuations to Trustees with appropriate observations and comment
- Reviewing and updating FATCA/GIIN status for trusts via IRS portal
- Assisting with the preparation of the required reports for bi-annual Trustees meetings of Charitable Trusts.
Key skills/ experience:
- Commercially minded with the ability to scope and price work appropriately and profitably
- Excellent written English
- Previous experience of professional services within a law firm
- Strong communicator with excellent interpersonal skills
- Exceptional understanding of confidentiality
- High standards of client service
- Ability to work with and inspire others to learn and develop
- Excellent user of MS Office including Outlook, Word, Excel, PowerPoint