Trust Administrator/Manager

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

Contact email: [email protected]
Contact phone: 07587481088
Vacancy reference: 019650
Closing date: 27 April 2023
Startdate: 23 February 2023 - 23 February 2023

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
  • 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
  • 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
  • Ability to prioritise work effectively
  • Good team player
  • Excellent attention to detail and team working skills
  • Keen, enthusiastic and willing to take on challenges

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, Chris Belcher and supported by a professional support lawyer.

Pre-employment screening

Please note that, in the event that we make an offer of employment, we will conduct pre-employment screening that includes checks relating to your professional and academic qualifications, references from previous employers, your eligibility to work in the UK and any disciplinary history recorded with the Solicitors Regulation Authority (SRA). You will also be required to complete a self-declaration to access your character and suitability.

Disclosure and barring service check

This post is also subject to a satisfactory response from the Disclosure and Barring Service (DBS) (to check for any previous criminal convictions) and, given the nature of the work-type, you may also be required to undergo national security vetting to SC level – the latter can be undertaken following commencement of employment.

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:

The firm

What really sets Mills & Reeve apart from other law firms is the way we work with our clients. We understand that clients, in the 21st century, no longer want a traditional law firm – they want one that embraces forward thinking approaches to service, billing, commercial know-how, innovation, people management and community engagement.

Why not find out more about what it’s like to work at Mills & Reeve by taking two minutes to watch our video?

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: