Trust Administrator - Trust Accounting & Compliance

Maze Recruitment Services Limited; Lancashire; On-site; GBP 22,000 - 30,000; Full time

Job summary

Maze Recruitment Services Limited in Manchester City Centre is seeking a Trust Administrator to support the Tax and Estate Planning team with trust administration, record keeping, and client liaison. The role reports to two Partners and requires diligent handling of key dates and documents.

Candidates should be able to draft files, prepare reports for Trustees, and maintain accurate Trust accounts. Willingness to undertake STEP/MBL related training is welcomed, with opportunities for

Qualifications

• Experience is not essential; willingness to learn is valued.
• Strong attention to detail and ability to manage key dates.
• Ability to produce legal documents and maintain records.
• Proficient in Word, Excel and Teams.
• Willingness to attend courses on Trust Accounting and Taxation of Trusts (STEP/MBL).

Responsibilities

• Report to two Partners and provide administrative support to the Tax and Estate Planning department.
• Review existing records and maintain Trusts where the client is appointed as professional Trustee.
• Prepare and maintain accurate Trust Accounts and summaries of key points.
• Schedule annual review meetings with Trustees and advisers.
• Ensure compliance with TRS, FATCA/CRS and other regulatory requirements.

Skills

Teamwork

Attention to detail

Communication

Word

Excel

Teams

Record keeping

Deadline management

Education

STEP/MBL interest

Tools

Word

Excel

Teams

Job description

Maze Recruitment Services Limited in Manchester City Centre is seeking a Trust Administrator to support the Tax and Estate Planning team with trust administration, record keeping, and client liaison. The role reports to two Partners and requires diligent handling of key dates and documents.

Candidates should be able to draft files, prepare reports for Trustees, and maintain accurate Trust accounts. Willingness to undertake STEP/MBL related training is welcomed, with opportunities for