Job Title: Administrator

Salary: £19,000

Location: Leamington Spa

Description:

Due to expansion our client, a well-respected and long-established professional services company based in Leamington Spa is recruiting a Trust Management Administrator to join their team.

Within this role you will work with a growing and busy team of administrators responsible for ensuring records are kept up to date. You will also be responsible for handling your own cases for clients and you will work closely with members of your own team and various other departments.

The successful candidate will be an excellent communicator in writing and on the telephone, and will have excellent attention to detail.

Key Duties:

• Reviewing files and chasing for outstanding information where required
• Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team
• Carrying out checks on files and documents onto in-house systems
• Drafting legal documents and correspondence with support from the Estate Planning Team
• Arranging and allocating payments from and to trusts
• Arranging for the completion of trust tax returns and ensuring that records are maintained
• Arranging Trustee meetings and liaising with clients, advisors, and other professionals

Key Skills/Experience Required:

• Administration and organisational skills
• IT skills
• Comfortable with using computerised systems
• Excellent attention to detail
• Good communicator, confident on the phone and writing emails
• Competent with diary management

In return you will receive a salary of £19,000 plus excellent benefits.

Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.