Trust Administrator (Part-Time)

Trust Administrator (Part-Time)
Location: York
Salary: £40,000 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 Opportunity
You’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 Candidate
At 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