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Trust Assistant

Job Title: Trust Assistant
Contract Type: Permanent
Location: South West London
Industry:
Salary: 23000-25000
Start Date: ASAP
REF: TA1201
Contact Name: Sean Smith
Contact Email: sean@crowleycox.co.uk
Job Published: 10 months ago

Job Description

Trust Assistant

Prestigious, established and financially stable law firm require a trust assistant to join the finance team. The company offer fantastic benefits, career progression and excellent bonuses. Ideally you will have at least 2 years in a practical accountancy background, Income, Gains and Inheritance Tax experience and have previous experience using CCH Trust Accounts and CCH Personal Tax or similar software

The Trust Administration team manages over 100 trusts and funds, which give the scope for a wide variety of experience, with property and share portfolios, discretionary, life interest & charitable funds, personal injury trusts and family wealth management.  We also operate a trust company, which acts as a professional trustee. The team is also expanding its work to include accounting matters for the probate and Court of Protection team within the Private Client Group. The work is predominantly accounting-based, yet does involve significant interaction with the wider Private Client planning team to ensure a complete service to clients.

Key Responsibilities and Duties include:

Main Duties:

  • Arranging payments to beneficiaries and for trustees
  • Data input for trust accounting of bank, brokers and dividend information
  • Updating capital information of trustees’ share portfolios
  • Reconciling to third party records
  • Monitoring of client funds on deposit
  • Contact with other professional advisors as well as clients
  • Assisting with the production of annual trust accounts, and preparing Trust & Estate Tax Returns and beneficiary income statements
  • Preparing individual tax returns
  • Assisting with preparation of estate accounts
  • Preparing IHT100 returns

Client Relations:

  • To provide a high quality legal service to all clients
  • To develop and maintain good client relationship skills, gaining clients’ confidence and that of other professionals
  • Receive requests for advice from current and potential clients and deciding on the most appropriate responses to make to these requests
  • Establishing what needs to be done to solve a client’s problems

Personal Specification

Qualifications & Experience:           

  • At least 2 years in a practical accountancy background
  • Income, Gains and Inheritance Tax experience
  • IT literate, with good working knowledge of Word & Excel and possible previous experience using CCH Trust Accounts and CCH Personal Tax or similar software

Salary £23,000 to £25,000 plus amazing benefits