Legal Assistant - Bath, United Kingdom - Browns Recruitment Group

Browns Recruitment Group
Browns Recruitment Group
Verified Company
Bath, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

LEGAL ASSISTANT

TAX AND TRUSTS/PRIVATE CLIENT DEPARTMENT

BATH

SALARY DEPENDING UPON EXPERIENCE


Our highly regarded Private Client team are looking for an experienced Trusts Assistant to join my clients Succession & Tax team in their Bath office supporting the Trusts Accountant.

Ideally you will be a strong administrator who is confident in being able to meet various demands and deadlines to support the team and our clients seamlessly.

The role will involve supporting on the following areas:

  • Data entry and data reconciliation onto online portals, to enable the production of annual Trust Accounts and Tax returns
  • Ensuring accurate registrations with the Trust Registration Service
  • Ensuring all electronic databases are up to date and compliant with all relevant parties
  • Liaising with various different stakeholders to make sure all parties are kept up to date on changes in circumstances, appointments and retirements of trustees.
  • Preparing and actioning regular payments to trustees as instructed
  • Settlement of tax liabilities where necessary
  • Providing periodic review documents to Trustees ensuring up to date content is shared
  • Assisting with the preparation of the required reports for biannual Trustees meeting of Charitable Trusts.


In order to excel in this role, you need to be a strong communicator with excellent interpersonal skills, who is confident in dealing with a wide range of stakeholders.

You will pride yourself on your strong attention to detail to ensure all information is recorded accurately and is kept up to date at all times.

You will be comfortable using Microsoft Office and online databases as this is a key requirement for this role. You will need to make sure that you are familiar with the


There is a benefits package on offer that enables you to tailor the perks of working with my client to your personal circumstances including Private Medical Insurance, health checks, dental insurance, discounted gym membership, support for continued personal development and much more.


IF YOU ARE INTERESTED IN THIS POSITION PLEASE SUBMIT YOUR CV TO TANYA BROWN AT BROWNS RECRUITMENT GROUP AS DIRECTED.

Job Types:
Full-time, Permanent


Salary:
£18,299.47-£26,734.46 per year


Schedule:

  • 8 hour shift

Experience:

Legal Assistant: 1 year (preferred)

  • Private Client/Tax and/or Trust: 1 year (preferred)

Work Location:
One location
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