Back to search
We are proud to be working on behalf of a prestigious Financial Services company who are looking for an Administrator to join their team in Ipswich.
You will be responsible for dealing with administration of trusts, attorneyships and deputyships.
Key Duties:
- Maintain the trust database.
- Send emails and letters to beneficiaries and co-trustees.
- Raising invoices and taking fees.
- Monitor the trusts diary.
- Open new trust accounts.
- Creation of tax certificates.
- Assist with trust accounts and tax returns.
- Maintain the HMRC trust register.
Previous Skills & Experience:
- Previous administration experience.
- Strong interpersonal skills and able to deal with sensitive family situations.
- Ability to prioritise work.
- Interest in developing knowledge in trusts administration.
- Basic knowledge of trust law, income tax, capital gains tax, inheritance tax and accounting principles would be advantageous but not essential.
