Trust Management Administrator - Leamington Spa, United Kingdom - Countrywide Tax and Trust Corporation

Countrywide Tax and Trust Corporation
Countrywide Tax and Trust Corporation
Verified Company
Leamington Spa, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Summary of Key Responsibilities and Role


Within this role you will work with a growing and busy team of administrators responsible for ensuring Trust records are kept up to date for the thousands of private Family Trusts we act as a Trustee on.

You will also be responsible for handling your own cases for clients we are currently carrying out work for. You will work closely with members of your own team and various other departments.


Principal Responsibilities

  • You will Lodge Deeds of Assignment and Nominations with the relevant providers.
  • You will review files and chase 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 and integrating legacy systems into our new inhouse systems.
  • Drafting legal documents and correspondence with support from our 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 Knowledge & Required Skills

  • Customer service focused.
  • Excellent Admin, IT, and organisational skills.
  • You will need to be conscientious with excellent attention to detail.
  • Competent with diary management and organisational skills
  • Professional and adaptable
  • Good interpersonal skills and understanding manner

Experience Required

Essential:

  • Able to prioritise and manage cases.
  • Call handling
  • Good organisational skills

Desirable:

  • Knowledge of Trusts
  • Experience handling difficult conversations.
  • Diary management
  • Experience with case management systems

Qualifications

Essential:

  • 5 GCSE's (A-C including Maths & English) or equivalent and at least 2 A-Levels or equivalent.

Other Requirements

Essential:

  • Selfmotivated, proactive, and friendly team player
  • Flexible individual who can respect and support others within the team.
  • Commitment and loyalty to the organisation's values & mission

Job Types:
Full-time, Permanent


Salary:
From £21,000.00 per year


Benefits:


  • Company pension
  • Onsite parking

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:

NMTTM
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