Administrator - Trust

This job involves assisting senior staff in dealing with the daily administration of a defined portfolio of clients, in an efficient, accurate and timely manner.

As part of a structured induction programme and ongoing training, you will learn the general administrative tasks relating to Trust & Company administration, whilst aspiring to achieve a first level, relevant trust qualification.

You will work in a company that places great emphasis on both career and personal growth, with support to develop your own career path during your time working with us.

Job Responsibilities

• Assist, set up and maintain statutory records including minutes of directors and shareholders meetings, trustee resolutions.
• Complete day to day bookkeeping for companies and trusts up to trial balance.
• Assist, then with experience and training become competent in liaison with bankers over remittance of money, deposit accounts and investment transactions.
• Open trust and company bank accounts.
• Liaise with brokers over investment transactions and settlement instructions.
• Assist and after training have a working knowledge of the formation of limited companies and setting up of new trusts.
• Liaise with clients and associates by telephone and written correspondence.
• Be aware of compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
• Acquire a good working knowledge of the computer system and post relevant information as required.
• Ensure proper completion of all aspects under the PlainSail timekeeping system.
• Ensure that all office and departmental procedures are adhered to.
• Any other relevant duties as requested by your Manager.

Profile Required

• Respond positively and promptly to client demands, providing consistent high quality service.
• Ensure procedures are followed appropriately so that high quality work is produced.
• Prioritise effectively in order to meet targets, deadlines and objectives set by managers.
• Where possible, find solutions to problems prior to approaching manager or colleagues.
• Review all work before handover to the line manager.
• Assist other colleagues within the team or another team when they are in need of support.
• Work on building expertise and attend agreed relevant courses to improve technical knowledge and to undertake and attain a relevant qualification.

Skills and Requirements

• Minimum of 5 GSCEs, including Maths and English at C grade or above.
• No previous experience in the finance industry is required for this role.
• Competent IT skills and proficient in all Microsoft applications.
• Good communication skills.
• The ability to develop effective relationships at all levels.
• Effective organisational and planning skills.
• Accuracy and attention to detail.

Tax Trainee

Purpose: To assist the Tax team with the preparation of personal and company tax returns. Suitable for anyone considering a career in tax. 

Responsibilities & Accountabilities:

• Assists in the preparation of personal and company tax returns, corresponding by letter, email and telephone.

o    ensures accuracy and timely preparation to meet deadlines;

o    ensures work is completed to a high standard before review, clearly highlighting  
       any issues;  

o    endeavours to exceed client expectations. 

•  Assists in preparation of supporting schedules by analysing backing documentation in a complete and thorough manner.
• Responsible for the checking of assessments, statements of account and surcharge notices for accuracy and highlighting any anomalies.
• Liaises with the authorities regarding tax and social security queries and responding in an efficient and timely manner, developing knowledge over time and increasing confidence to deal with more complex issues.
• Develops an understanding of the firm’s products and services and the client base to ensure client retention and growth.
• Acts as an ambassador of the firm, building relationships and promoting the firm at every opportunity to facilitate new business opportunities.
• Obtains a relevant professional qualification, if applicable, in accordance with a signed training agreement. 

Skills:

• Highly PC literate with good knowledge of Windows software and Microsoft 365.
• Possesses excellent planning, organisational and time management skills.
• Is a team player but also has the confidence to work alone on certain engagements. 
• Has attention to detail to ensure that the quality of work will meet the required ethical and professional standards.
• Ability to work under pressure and to deadlines coupled with a flexible attitude and a proactive approach to work. 
• Displays initiative and lateral thinking coupled with the ability to solve routine problems. 
• Analytical with the ability to analyse data from a variety of different sources.
• Has excellent interpersonal and communication skills and has the confidence to deal with people at all levels.
• Committed to effective client service.
• Ability to apply the technical knowledge gained via the studies towards the professional qualification, if applicable.

Qualifications/Experience

• School leaver: 112 UCAS points or equivalent / Graduate: Degree (2:1 or above) or equivalent.
• Willing to undertake studies towards a relevant professional qualification, if applicable.
• 1-2 years’ experience within accountancy, tax or office administration is desirable but not essential.