Trust Administrator

We’re a national law firm with a local reach. Our philosophy is ‘we're legal and financial experts that care’ – something you’ll find in the way we work with our clients and how we support our teams. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment.

We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.

Our Team

Our Tax and Trust Compliance team deals with a wide range of work for its high net worth and global UK clients. As part of a dynamic law firm, we work closely with our lawyer colleagues, helping the firm’s clients with their tax compliance.

Your Role and What You'll Be Doing

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, you will provide an administration service supporting senior fee earners, servicing a wide variety of clients on Death Benefit Trust matters.

• Corresponding with clients and beneficiaries
• Dealing with phone calls to and from clients and beneficiaries
• Dealing with phone calls to HMRC and investment managers
• Attending meetings with trustees and beneficiaries and attending to action points raised
• Generally, provide support and assist with achieving the objectives of the team including client billing.
• Deal with relevant administration duties including file opening processes.
• Assist with Business Development activities, where applicable.
• Attending training relevant for the role

What We're Looking For

• Good computer skills. Ability to use word and excel, together with case management systems.
• 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