Trustee Services Manager - Ipswich, United Kingdom - Nelson Scott

    Nelson Scott
    Nelson Scott Ipswich, United Kingdom

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Job Summary

    We are looking for Trustee Services Manager to oversee and deal with all aspects of the will writing and power of attorney services. Oversight of and dealing with all matters in connection with estate administration (executorships). Assisting with the training and development of junior members of the Team. Providing technical help and support to other areas of the business.

    Will Writing Service

    Writing Wills and other documents based on instructions received from clients

    Discussing instructions and queries from clients and their advisors in correspondence and at meetings.

    Ensuring adherence to the STEP Will Writing Code

    Lasting Powers of Attorney

    To register/handle and supervise the appointment of our Trustees Limited as Attorney under an Enduring Power of Attorney ("EPA") and all matters arising and resulting there from.

    Assisting with reviews of existing LPAs

    Executorships

    To handle executorships cases at all stages from the first notification of death to the completion of administration.

    Trusts

    To assist as required with the administration of Trusts on an ongoing basis and to deal with the distribution of a Trust following the death of the lifetime beneficiary.

    Management/Oversight

    Carrying our regular one-to-one meetings and annual appraisals for all members of the wills/LPAs and estates team (including administration staff)

    Key Competencies

    Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;

    Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;

    Customer Service: Positive attitude to find solutions in line with TCF principles; Uses customer feedback to improve service;

    Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and

    Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

    Candidate Profile

    Will have at least 5 years experience of dealing with wills, LPAS and estates

    Will have a full UK driving licence (and be willing to travel to visit clients in their homes or to visit estate properties)

    Will be a full member of the Society of Trust & Estate Practitioners (STEP)

    Contractual Hours

    9.00am to 5.30pm, Monday to Friday