Hybrid Trust Assistant Manager – Private Wealth

Womble Bond Dickinson Wealth Limited; Newcastle upon Tyne; Hybrid; GBP 40,000 - 55,000; Part time

Job summary

A leading financial services firm is seeking a Trust Assistant Manager to join their Private Wealth team. This role involves supporting trust affairs for high-net-worth individuals and requires experience in trust administration or accounts preparation. Strong Excel and Word skills, along with excellent organizational abilities, are essential. The position offers a hybrid work arrangement, with flexibility for remote work and collaboration in the Newcastle or Bristol office.

Qualifications

• Experience in trust administration or accounts preparation, preferably in an accountancy practice.
• Familiarity with accounts formats, processes, and systems.
• Strong skills in Excel and Word.

Responsibilities

• Assist with the preparation of trust accounts and personal/trust tax returns.
• Support day-to-day trust administration and compliance tasks.
• Help ensure engagement letters and billing processes are in place.
• Collaborate on charities and small business accounts.
• Provide administrative and technical support to senior members.

Skills

Trust administration

Accounts preparation

Excel

Word

Organisational skills

Tools

CCH Trust Accounts

Job description

A leading financial services firm is seeking a Trust Assistant Manager to join their Private Wealth team. This role involves supporting trust affairs for high-net-worth individuals and requires experience in trust administration or accounts preparation. Strong Excel and Word skills, along with excellent organizational abilities, are essential. The position offers a hybrid work arrangement, with flexibility for remote work and collaboration in the Newcastle or Bristol office.