Trust Assistant - £24k - £28k - SW London

Job Title: Trust Assistant - £24k - £28k - SW London
Contract Type: Permanent
Location: SW London
Salary: £24,000 - £28,000
Start Date: ASAP
REF: Trust Assist
Contact Name: Sean Smith
Contact Email:
Job Published: over 2 years ago

Job Description

Highly sought after law firm are recruiting a Trust Assistant to join the accounts department on a permanent basis. The Trust Administration team manages over 150 trusts and funds, which give the scope for a wide variety of experience, with property and share portfolios, discretionary, life interest and personal injury trusts and family wealth management.

The team’s work also includes accounting matters for the probate and Court of Protection teams 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:

  • 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

Professional Standards:

  • Treat all information about the firm and its client and their business as wholly confidential
  • Keeping up-to-date with changes in the law

Personal Development:

  • To have a clear understanding of what it would take to develop a career to the next level
  • Support internal procedures and systems of including file / case management


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

Motivation & Competencies

  • Relevant experience within a professional services firm would be desirable
  • Excellent communication both written and verbal - the role involves liaison with internal and external people at a senior level
  • The flexibility to work outside normal office hours as may be required from time to time

Salary: £24,000 to £28,000

Working hours: 9:30am to 5:30pm