Administrator Trusts

Options Resourcing Ltd
17000.00 - 18000.00 GBP Annual
09 Apr 2019
26 Apr 2019
Job Type
Contract Type
Our client is a family run business, providing estate planning services for in excess of eleven years, and are rapidly expanding with a growing client base throughout the UK.

We have a new role within their 'Live Trust team' and are looking for a candidate to work within a team, who deal primarily with trust administration. You will later develop the skills to manage your own case load of private family trusts following training.

The role consists of:
Drafting and processing Legal Documents relating to the administration of different types of trusts
Liaising with our Consultants and clients by telephone and email, and face to face meetings where required
Dealing with returned documents requiring countersignature and storage.
Liaising with financial advisors to the trust and other professional partners where applicable (in the main this will be solicitors and accountants)
Assisting with the sale and purchase of trust properties and investments
Maintaining trust records

The ideal candidate will have:
A background in Wills and Probate, Trusts, Estate Planning, legal, financial services or accountancy
Ability to work as part of a team and after training, without direct supervision.
Good customer service skills and a good telephone manner.
A good command of written English.
Computer literacy, in Outlook, Word, Excel etc.

Salary is up to GBP18,000, depending on experience.