Trust Management Administrator
BCR/AK/10919
£20,500-25,000 DOE
Leamington Spa
Bell Cornwall Recruitment’s client is part of a group of companies based in Leamington Spa providing a number of services in all areas of estate planning, asset protection, wills and probate. They have been established for decades and have enjoyed consistent growth throughout this time. As such, they are recruiting for a new Trust Management Administrator, to support with client care and case management for their legal team.
The Trust Management Administrator role:
1. Lodging deeds with the relevant providers
2. Drafting and reviewing legal documents
3. Correspond with the estate planning department
4. Allocating payments to and from the trust
5. Scheduling and attending trustee meetings
The ideal Trust Management Administrator will have:
6. Case management experience
7. Knowledge of trusts
8. Experience handling difficult conversations
9. IT literacy including excel and case management software
10. Diary management and organisational skills
11. Ability to commute to a fully on site role in Leamington Spa