Trust Administrator

TN United Kingdom; Chichester; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to join their tax, trusts, and compliance team. This role offers a unique opportunity to support senior fee earners by providing essential accounting and tax return assistance. You will engage with a diverse client base, managing both compliance and advisory services. If you thrive in a collaborative environment and are passionate about delivering high-quality work while handling sensitive information, this position is perfect for you. Join a company that values integrity, creativity, and efficiency, and be part of a team that is committed to making a positive impact in the community.

Benefits

25 Days Holidays

Generous Pension Schemes

Volunteering Days

Health Membership

Qualifications

• Strong computer skills with proficiency in Word, Excel, and tax software.
• Ability to manage sensitive information and work under tight deadlines.

Responsibilities

• Draft correspondence and handle client communications.
• Assist with administrative duties and client billing support.
• Attend meetings and take notes for action items.

Skills

Computer Skills

Task Management

Administration Management

Handling Confidential Information

Tools

Word

Excel

Case Management Systems

Tax Software

Job description

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If you enjoy being part of a successful, friendly and high-performing team, then this is the job for you. Working within a tax, trusts and compliance team, this role provides accounting and tax return support to senior fee earners to service a wide variety of clients on personal and/or corporate tax or trusts/estates. The role involves a mix of compliance and advisory services support to the senior fee earners and their clients.

Your Role and What You'll Be Doing

• Drafting correspondence to clients and beneficiaries
• Dealing with phone calls to and from clients and beneficiaries
• Dealing with phone calls to HMRC and investment managers
• Attend client and internal meetings and take notes and actions.
• Generally, provide support and assist with achieving the objectives of the team including client billing.
• Deal with relevant administration duties including photocopying, scanning documents, amending documentation, archiving, filing, file maintenance and opening files.
• Process incoming post and ensuring outgoing post is dealt with efficiently.
• Assist with BD&C activities and arrange training where applicable.

What We're Looking For

• Good computer skills. Ability to use word and excel, case management systems and tax software.
• Handling sensitive and confidential information properly
• Ability to work to tight deadlines, strong task and administration management.
• Ability to provide high quality work in a busy environment.

We’re proud of our values, and we’re looking for people who share them:

• To be pioneering with an imaginative outlook
• To be approachable and caring
• To be tenacious in the pursuit of our objectives
• To be efficient in the provision of our services
• To work with a foundation of integrity.

If this sounds like you, we’d love to receive your application.

Our Benefits - What We Can Offer You

• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.