We're looking for a trust administrator to join our busy private client team in Aberdeen.
The role
You’ll manage the private and charitable trusts the firm administers. The role includes:
1. Liaising with external stakeholders such as beneficiaries, accountants, nominated stockbrokers, caretakers, and regulatory bodies (HMRC / OSCR).
2. Liaising with legal colleagues on relevant matters.
3. Maintaining all compliance records of trustees and beneficiaries, providing regular updates and correspondence such as registrations, applications, or approvals.
4. Maintaining a central diary of key trust dates and details of trust investments.
5. Drafting trust documentation under legal supervision.
6. Taking minutes at trustee meetings.
7. Preparing annual reports for trustees.
8. Arranging beneficiary payments.
The ideal candidate
The ideal candidate will have experience as a paralegal or in a similar role, with a proven track record in demonstrating:
1. Strong communication skills, being the main point of contact for various stakeholders, both internally and externally.
2. Efficient and effective organisational, administrative, and IT skills.
3. An understanding of accounts and financial reports.
4. A proactive approach, with the ability to work on your own initiative.
Why Ledingham Chalmers?
There are excellent prospects at Ledingham Chalmers for personal development, training, and progression in a supportive environment. Importantly, this post comes with an attractive remuneration and holiday package as well as other bonuses, subject to qualifying conditions, and an additional day off on top of holiday entitlement for your birthday.
Joining our team is a great opportunity to work alongside experienced and friendly professionals and become a valuable member of a thriving firm. Our growth plans depend on having the right team in place, and your contribution can be instrumental to our success.
Interested?
Please send your CV with a covering letter to our HR team by Sunday, 23 June.
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