Trust Adminstrator, Smith & Williamson, Bristol

Purpose of role:

To provide administrative support for the Trust and Estate team within the Bristol Private Client Tax Services (PCTS). The role is primarily administrative but there is the opportunity to become involved in accounts preparation.

Key responsibilities:

Client Administration

Deal with the administration of trusts and estates, drafting non-advice correspondence with clients, HMRC and other third parties.

Project manager the collation of accounting and tax source documentation for trusts and estates;

Preparation of simple financial analyses/book keeping; and

Assisting with preparatory work for family meetings including spending analysis where necessary.

General Administration

Review time costs and prepare summaries for managers and partners.

Prepare fee notes and other relevant correspondence

Ensure all client files are in good order and updated on a timely basis

Deal with any research as and when required on companies house, land registry and other relevant internet sites

Key Competencies:

Communication: must have a professional manner and be able to communicate with clients and third parties in writing and on the telephone and develop those relationships

Use of IT: must be proficient in WP and spreadsheet packages so as to be able to process documents efficiently and assist others.

Planning and organising: will need to be able to organise his/her own time so as to meet deadlines.

Judgement: knowing how to deal with problems that arise, knowing when to involve the staff partner, ability to think ahead and anticipate events.

Teamwork: to work well with others within the department, flexibility and willingness to help others out is essential.

Creativity/Innovation: to be proactive in his/her role.

Candidate Profile

Education/Qualifications:

5 GCSE’s including English and Maths

Key Experience/Skills:

Strong IT skills including; detailed knowledge of Microsoft Office packages including Outlook, Word, Excel and PowerPoint

Previous administrative experience, not necessarily from a Trust or Estate background

Excellent communication skills

Ability to work well in a pressurised environment with the ability to prioritise work

Strong organisational skills