Team Administrator

Lester Aldridge LLP; Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading law firm in the UK seeks a detail-oriented Trusts Administrator to join their Private Client team. The role involves managing a varied caseload of trusts, ensuring compliance and delivering excellent client service. Candidates should have strong organizational skills and a desire to grow within trust law, with support towards STEP qualification offered. This position provides a collaborative environment with professional development opportunities and a competitive salary.

Benefits

Competitive salary

Professional development opportunities

Collaborative work environment

Qualifications

• Strong organisational and time management skills to prioritize effectively.
• Excellent attention to detail and accuracy in all tasks.
• Empathetic and client-focused, particularly with older clients.

Responsibilities

• Assist with drafting deeds related to trusts.
• Manage a caseload of trusts in administration.
• Liaise with trustees, beneficiaries, and third parties.
• Prepare annual trustee policy statements.

Skills

Organisational skills

Attention to detail

Client-focused

Communication skills

Team player

Education

Desire to work towards STEP qualification

Job description

Are you looking for an entry-level position to build a career in Trusts?

We are looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is an opportunity to build a fantastic career in Trust law, manage a varied caseload, and develop your expertise in a supportive, professional environment.

If you’re highly organised, proactive, and keen to deliver exceptional client service, this role offers the chance్లీ to take real ownership of your work while being supported to grow your skills.

Key Responsibilities

• Assist with the drafting of deeds relating to the creation, variation, and termination of trusts
• Manage a caseload of trusts in administration, ensuring full compliance at all times
• Carry out day-to-day trust administration, liaising with trustees, beneficiaries, and third parties
• Monitor and manage trust assets, including financial accounts and investments, and liaise with investment managers
• Maintain accurate trust records both internally and on HMRC’s Trust Registration Service (TRS), including registering new trusts
• Oversee; trust terminations, including preparing deeds of appointment, inheritance tax accounts, trustee statements, and distributions to beneficiaries
• Support the tax team with trust accounting data entry, reconciliations, and arranging tax payments
• Prepare annual trustee policy statements and assist with trust reviews and trustee meetings
• Manage property insurance for trustлез assets (commercial and residential)
• Keep updated lists of trusts administered by the firm and maintain a calendar of key dates
• Maintain records for the firm’s trust corporation, including director ID, external accounts, and involvement in trust matters
• Deliver excellent client service, responding promptly and professionally δημι enquiries
• Manage time recording, quarterly billing, and maintain efficient cost control
• Keep up to date with changes in trust law, legislation, and best practice
• Provide research and administrative support to solic GG on trust-related matters

Skills & Competence

• A desire to grow a career in trust law, with an opportunity to work towards STEP qualification (Society of Trust & Estate Practitioners)
• Strong organisational and time management skills with the ability to prioritise effectively under pressure
• Excellent and attention to detail and accuracy in all tasks
• Empathetic and client-focused, with experience in dealing with older clients
• Professional, credible, and tactful with excellent written and verbal communication skills
• Positive, enthusiastic, and collaborative team player with a flexible approach

At Lester Aldridge, weਾਮ believe in supporting and developing our people. As part of our respected Private Client team, you’ll work in a collaborative environment that values expertise, growth, and outstanding client care. We offer a competitive salary, professional development opportunities (including support towards STEP), and a culture where you can truly make an impact.