Address
Form of work
SalaryBirmingham - Full Time
£26,000 - £30,000
A fantastic, top 100 Birmingham firm, known to us as a client for many years are keen to add an experienced Trust Caseworker to their already impressive Trusts team on a full time.
Based in well-equipped offices in an impressive setting, close to commuter links, the Trust Caseworker will benefit from working with a cohesive team of Lawyers, Administrators and Fee Erners to deliver a high quality of a full range of Trust Caseworker duties in Birmingham.
Duties and responsibilities of the Trust Caseworker:
- Inputting data into the firm’s standard trust accounting tools
- management and administration of trusts to include preparation of all related accounting records and HMRC returns
- Assisting with the completion of tax returns and tax deduction certificates
- Corresponding with banks, investment managers and others regarding funds and investments held on behalf of clients
- Corresponding with various parties regarding the administration of assets held within a trust, involving liaising between parties to obtain instructions and forwarding these on as appropriate
- Making payments to beneficiaries
- Responsibility for running files under supervision
- Extensive relevant experience in Private Client / Trusts
- Strong IT keyboard skills.
- Good written English.
- A strong grasp of numbers and experience working with and manipulating data in Excel or similar
- Experience of preparing sets of trust accounts and related tax paperwork
- Ability to build strong working relationships with a range of people
- A clear and sympathetic telephone matter
- Ability to work productively under pressure and meet deadlines
