Trust Administrator

Lester Aldridge LLP; Bournemouth; On-site; GBP 35,000 - 45,000; Full time

Job summary

A reputable law firm is seeking a highly organized Trusts Administrator to join their Private Client team in Bournemouth. Candidates should have over 5 years of experience in trusts and private client work, managing a varied caseload and ensuring compliance. The role emphasizes exceptional client service, teamwork, and offers support towards professional development. A competitive salary and collaborative work culture are also provided.

Benefits

Competitive salary

Professional development opportunities

Collaborative work environment

Qualifications

• Minimum of 5+ years’ experience in private client and trust administration.
• Strong general office administration background will be considered.
• Desire to deepen knowledge of trust law.

Responsibilities

• Assist with drafting deeds for trusts.
• Manage a caseload of trusts ensuring compliance.
• Carry out day-to-day trust administration.
• Monitor and manage trust assets and finances.
• Prepare annual statements and manage insurance.

Skills

Organizational skills

Attention to detail

Client focus

Time management

Communication skills

Education

5+ years in trust administration or office administration

Interest in STEP qualification

Job description

Are you an experienced administrator with a strong interest in trusts and private client work? Lester Aldridge is looking for a detail-driven and client-focused Trusts Administrator to join our highly regarded Private Client team. This is a fantastic opportunity to build on your existing experience, 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 chance 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 trust 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 to 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 solicitors on trust-related matters

Skills & Competence

Minimum 5+ years’ relevant experience in private client and trust administration or strong general office administration background

A desire to deepen your knowledge of trust law, with an interest in working towards STEP qualification (Society of Trust & Estate Practitioners)

Strong organisational and time management skills with the ability to prioritise effectively under pressure

Excellent 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, we 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.