Trust Assistant Manager

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

We have an exciting opportunity to join our esteemed Private Wealth team as a Trust Assistant Manager, working within our Tax/Trust & Accounting team. This role falls under our hybrid working policy, typically involving around 3 days in the office and 2 days from home, though we offer flexibility and can consider remote arrangements with regular visits to either our Newcastle or Bristol office for collaboration. Applications are welcome on both full‑time and part‑time bases.

The role

As a Trust Assistant Manager, you will play a key role in supporting the management of trust affairs for a diverse client portfolio, including high‑net‑worth individuals, trusts, and estates. Your responsibilities will include:

• Assisting with the preparation of trust accounts and personal/trust tax returns for review.
• Supporting day‑to‑day trust administration and compliance tasks.
• Helping ensure engagement letters and billing processes are in place.
• Collaborating with the wider team on charities and small business accounts.
• Providing administrative and technical support to senior members of the trust and tax team.

The team

Our Private Wealth team is a collaboration of lawyers, accountants, financial advisers, and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full‑service advice possible.

What are we looking for?

To be successful in this role you'll need as a minimum:

• Experience in trust administration or accounts preparation, preferably within an accountancy practice.
• Familiarity with accounts formats, processes, and systems (knowledge of CCH Trust Accounts is advantageous).
• Strong Excel and Word skills for presenting information clearly.
• Excellent organisational skills and attention to detail.