Private Client Administrator

TN United Kingdom; Plymouth; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A top Birmingham firm is seeking an experienced Private Client Administrator to join their Trusts team. This role involves managing trusts, preparing tax paperwork, and collaborating with a team of professionals to deliver high-quality service. The firm offers a competitive salary and benefits, including hybrid working arrangements.

Benefits

25 days holiday plus bank holidays

Hybrid working arrangement

Competitive benefits

Qualifications

• Extensive relevant experience in Private Client / Trusts.
• Strong IT skills, particularly with Excel or similar data manipulation tools.
• Ability to build strong working relationships.

Responsibilities

• Managing and administering trusts, including preparing accounting records.
• Assisting with tax returns and tax deduction certificates.
• Communicating with various parties regarding trust asset administration.

Skills

Strong IT skills

Good written English

Numerical ability

Clear communication skills

Job description

Private Client Administrator

Location: Birmingham

Salary: £26,000 - £30,000

Employment Type: Full Time

About the Role

A top 100 Birmingham firm, known to us as a longstanding client, is looking to add an experienced Private Client Administrator to their Trusts team. The role is based in well-equipped offices in an impressive setting, close to commuter links. The Private Client Administrator will work with a cohesive team of Lawyers, Administrators, and Fee Earners to deliver a high-quality service across a full range of Private Client duties in Birmingham.

Responsibilities

• Inputting data into the firm’s standard trust accounting tools.
• Managing and administering trusts, including preparing all related accounting records and HMRC returns.
• Assisting with the completion of tax returns and tax deduction certificates.
• Corresponding with banks, investment managers, and others regarding funds and investments held on behalf of clients.
• Communicating with various parties regarding the administration of assets within a trust, liaising between parties to obtain instructions and forwarding these accordingly.
• Making payments to beneficiaries.
• Managing files under supervision.

Skills and Experience

• Extensive relevant experience in Private Client / Trusts.
• Strong IT skills, particularly with Excel or similar data manipulation tools.
• Good written English.
• A strong numerical ability and experience preparing trust accounts and related tax paperwork.
• Ability to build strong working relationships.
• Clear and empathetic communication skills over the phone.
• Ability to work productively under pressure and meet deadlines.

Benefits

The firm offers 25 days holiday plus bank holidays, a hybrid working arrangement tailored to the candidate, and a range of competitive benefits. If you are an experienced Private Client Administrator based in or near Birmingham, please get in touch for confidential consideration.