Trust Administrator

Location: United Kingdom
Office: Oxford Birmingham Cambridge Manchester Leeds Norwich
Discipline: Private client
Contact name: Ben Porter

Contact email: [email protected]
Contact phone: 0121 456 80410
Vacancy reference: 024869
Closing date: 31 July 2024
Startdate: 18 June 2024 - 18 June 2024

Permanent, full time role based in Birmingham, Cambridge, Leeds, Oxford, Manchester or Norwich

What does the role involve?

We are looking for a Trust Administrator to join Mills & Reeve.

The work undertaken in Private Client National Service Line involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, charity advice and administration on behalf of a range of private clients, trustees and charities. We act for wealthy families and individuals, business people and landowners.

This role will be a mixture of trust related administrative fee earning work.  Specifics of these are shown below:

  • Inputting data into the firm’s standard trust accounting tools
  • management and administration of trusts to include preparation of 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
  • Corresponding with various parties regarding the administration of assets held within a trust, involving liaising between parties to obtain instructions and forwarding these on as appropriate
  • Making payments to beneficiaries
  • Responsibility for running files under supervision

Why should I apply?

This is a great opportunity to develop your skills further in a supported environment.

What experience is required?

Experience of trust work will be advantageous, but we will consider applications from those

seeking a new challenge and an opportunity to progress their career.  Likewise experience of preparing basic accounts or a knowledge of double-entry book-keeping would be an advantage.

What skills and attributes would I need?

  • Strong IT keyboard skills.
  • Good written English.
  • A strong grasp of numbers and experience working with and manipulating data in Excel or similar
  • Experience of preparing sets of trust accounts and related tax paperwork
  • Ability to build strong working relationships with a range of people
  • A clear and sympathetic telephone matter
  • Ability to work productively under pressure and meet deadlines

Who will I be working with?

You will be part of a dedicated trust administrative team which is part of our wider cross office Private Client National Service Line. This is headed up by partner, Deborah Clark and supported by a professional support lawyer.

The package

As you would expect, the firm offers a generous salary and benefits.  The firm’s standard benefits are detailed in the following link:

Pre-employment screening

Please note that, in the event that we make an offer of employment, we will conduct pre-employment screening that includes, but is not limited to, a basic DBS check, right to work check, any disciplinary history recorded with the Solicitors Regulation Authority (SRA) and a self-declaration to assess your character and suitability for the role.  A full policy of the screening the firm undertakes is available on request.

The firm

Mills & Reeve is a major UK law firm renowned for its outstanding service to national and international clients, for its collaborative culture and for its deep sector expertise.

The firm has a strong sector focus with expertise in agriculture, charities, education, food and beverage, health, insurance, private wealth, real estate investment, sport and technology. Clients include businesses from PLCs to start-ups, high net worth individuals and landowners, more than 120 universities, colleges and education bodies and over 100 healthcare organisations.

This is an ideal opportunity to build your skills and experience with a major UK law firm, listed as one of the “Sunday Times 100 Best Companies to Work For” for the last 20 years - the only law firm to achieve this.

We are also proud to have been awarded Platinum Investors in People status this year.  The firm joins a select club of only 6% of 50,000 assessed organisations awarded the coveted platinum status.

The firm is also delighted to report for the eighth year running we were named as one of Roll On Friday’s ‘best law firms to works at’.

And finally

Mills & Reeve is committed to providing an inclusive and supportive working environment. We are happy to consider flexible working arrangements and endeavour to achieve the right balance for both our people and the business. This attitude to flexible working ensures we continue to provide outstanding service to our clients, whilst allowing our people to develop their careers in the knowledge that personal priorities will remain just that.

Mills & Reeve is committed to promoting equality, diversity and to providing an inclusive and supportive environment.

Please click the link below to find further information regarding our diversity policy.

If you would like any more information about Mills & Reeve, you can visit our website by clicking on the following link: