Trust Administrator (Part-Time)Location: YorkSalary: GBP40,000 DOE- Are you an experienced individual book and record keeper?
- Do you have knowledge of trusts and the workings of financial markets?
If you have answered yes to the above, then we want to hear from you!
The OpportunityYou'll play an important role in the Private Capital Department to assist in the administration of private and charitable trusts run by the company. You will receive training on 'Trust Accounts' and 'CCH Central' packages.
The Role- Maintaining a database of client share certificates
- Oversee the day-to-day administration of trusts, ensuring compliance with legal regulations and internal policies
- Maintain accurate and up-to-date trust records, including documentation of transactions, distributions and communications
- Arranging AGM's for a small number of Charitable Trusts
- Preparing a cash flow and donations report, a large grants matrix an instalment grant report and a bank funding projection on a quarterly basis for a small number of Charitable Trusts
- Updating Trust accounts with the transactions
- Arranging payment of trust expenses and tax liabilities
- Producing annual tax returns for the taxable trusts
- Preparing a small number of annual personal tax returns
Our Ideal CandidateAt this stage in your career, you may have a wealth of experience of trusts and the workings of financial markets. You will have a demonstrable background in dealing with financials and identifying areas of interest will be second nature to you.
Benefits- Regular social events
- Birthday off
- Modern office and open-plan office environment
- Free parking
- Loyalty bonus scheme
- Excellent training provided
If the above sounds like it's of interest, please click to apply! Or pick up the phone and call Pertemps York and ask for Olivia Dobson.
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