Purpose of the role:
In this role, you will assist and support the Management team with the administration and management of Trust structures.
Responsibilities:
- Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same
- Managing a portfolio of Trusts and Companies for International High Net Worth individuals
- Overseeing an Administration team including providing support and assistance in relation to client matters, training and appraisals
- Maintaining solid relationships with client and intermediaries and to ensure they receive the highest standard of service at all times
- Reviewing accounts files prepared by Administrative team
- Liaising with Tax Advisors and ensuring compliance with tax planning advice and investment guidelines
Skills required:
- To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
- To have 5 years+ experience working in a Trust & Company environment
- To have advanced accounting/administration skills
- Good knowledge and understanding of general UK tax principles
- To have an attitude that inspires respect and to be capable of taking the lead
- A high level of tact, diplomacy and confidentiality is essential due to the nature of the work