Trusts Executive/Administrator
Location: Torquay (Hybrid working)
Full or part-time considered
What's on offer?
* Open to applicants from a Legal or Accountancy background
* Competitive salary
* Hybrid working available (after probation)
* 25 days holiday + Your birthday off
* 1 hour 15 min lunch break if you wish!
* Annual pay reviews
The Opportunity:
* Join this broader Private Client team and specialise in trust creation, management and tax-efficient wealth preservation
* This role involves administering trusts, managing assets, completing trust tax returns, advising trustees on their responsibilities and overseeing the distribution of trust income and capital
* Regular client and beneficiary interaction is essential, as well as liaising with professional organisations and agencies
Responsibilities Include:
* Setting up trust accounts, maintaining records and handling related administration
* Preparing annual trust accounts and tax returns
* Advising trustees and liaising with beneficiaries
* Transferring and investing balances on behalf of clients and trusts
What You Bring:
1. Experience in private client work, accountancy or tax ...