Trust Administrator
Succession and Tax
Bristol or Exeter
Apply nowWe have an exciting opportunity for a Trust Administrator to join our Succession and Tax team focusing on matters relating to wills, trusts, powers of attorney and the administration of estates of people who have passed away. This is a great opportunity to build experience working collaboratively in a team of solicitors, tax advisors, paralegals, and legal support staff to assist with all areas.
At Foot Anstey, our people, like our values, are at the very heart of our business. You will be working in an agile and non-hierarchical environment, being a central member of the team delivering solutions focused work for our clients. With a huge technology agenda on the horizon for the Foot Anstey group, you will be exposed to new and creative ways of working which will enhance not only your IT ability but allow for a more client focused approach.
What you’ll do
The purpose of the role is to provide support in relation to the trusts that the Trust Manager is responsible for. The job holder will be responsible for the review of historic trust files and assist the Trust Manager with the day-to-day administration in accordance with applicable laws, regulations, and the terms of governing instruments.
A large part of your role will give you the opportunity to:
- Assume responsibility for trust administration and some more complex matters under supervision where required
- Assist with the preparation of trust accounts and compliance with current regulations
- Undertaking periodic reviews to ensure files comply with various trust regulation and governance requirements such as FATCA and CRS.
- Preparation of the Trust Tax returns and associated tax filings.
- Liaise with third parties and clients as appropriate, to assist with the drafting of documents and timely management of files
- Ensure appropriate and quality service and compliance for all matters in accordance with agreed standard policies
What we’re looking for
- Excellent clear, concise and effective written and verbal communication skills together with great attention to detail, including the capability to develop and maintain strong relationships
- Ability to work within a “one-team” model in a modern and progressive way. As such, an ability to collaborate and work effectively with other colleagues internally, both within the wider team and across all practice areas is essential.
- The job holder must have an understanding of Trust Law and previous experience of preparing trust accounts and tax filings.
- Excellent IT skills with an in depth understanding of MS Outlook and MS Word is essential. A good understanding of Excel is helpful.
- Well organised with the ability and desire to work within a fast paced environment with tight deadlines.
- Forward thinking with a willingness to embrace changing work practices and pro-actively get involved with continuous improvement of service, products and processes.
- Proven commitment to working within a quality standard environment
- Commitment to ongoing professional and personal development
Our offer to you
In return for your efforts, you can expect considerable scope for personal, as well as professional, development. We encourage people to engage with our popular and well supported coaching and mentoring programmes, which connect you to people right across the firm and at every level. We create space for mental and physical wellbeing with our weekly Lifestyle Hour, along with 28 days’ annual leave (plus a day in your birthday month), private medical insurance (eligibility applies) and a sabbatical you can take every 5 years. You can also buy holiday, managing your benefits flexibly using our sophisticated portal to configure your total reward offer according to what you value most. As part of this, you can make ongoing or one-off donations to our charitable foundation and access our CSR programme where you can engage with community-based initiatives (as a team, or individually) twice a year, to give something back where you feel it matters.
For further details of our benefits packages, please visit the link attached – Our benefits | Foot Anstey
Successful applicants will be required to complete a pre-employment screening process which includes a financial integrity check and a DBS check. If you wish to discuss any issues or questions in connection with this, or anything else, please do speak in confidence with a member of the Talent Acquisition Team: [email protected]
Why Foot Anstey?
As one of the UK’s fastest growing law firms, Foot Anstey believes in helping our clients and people achieve their ambitions, unlocking new and exciting opportunities. Our team of business and legal advisors are motivated by understanding clients’ goals and collaborating with them and other advisers to deliver solutions. By becoming our clients’ most trusted advisor, we are enabling them to achieve their ambitions. How we do it is just as important as what we do. Our values define the way we act with our clients and one another every day, and because of this we think our culture and environment sets us apart.
Over our history we’ve grown from a high-street firm to a significant regional and national player working with leading brands and individuals predominantly across seven key sectors: Private Equity, Retail & Consumer, Energy & Infrastructure, Islamic Finance, Developers, Private Wealth and Charities. Our strategy of gaining market share through meeting clients’ needs, investing in and developing high quality talent and using technology and innovation to enhance our services has led to significant growth. We now operate from nine locations: Bristol, Southampton, Exeter, Plymouth, Truro, Taunton and London, as well as a ‘hub’ bases in Oxford and Manchester.
Our people are central to our success, in every part of the business. We actively support our employees to achieve their aspirations through offering meaningful careers with balanced rewards, which have been carefully designed to focus on personal wellbeing. We offer continual opportunities for support and professional development through our Business Skills Academy and Digital Skills Academy and believe in empowering each other to achieve and strive to create a progressive and inclusive working environment. Being forward-thinking, we are open to discussing flexible working patterns for all of our vacancies, with over 40% of our existing employees having a permanent flexible working pattern. In addition, our impressive suite of flexible benefits will enable you to prioritise what matters most to you.
Creating a diverse and inclusive workplace is integral to delivering our strategy, and we were delighted to be awarded the National Equality Standard for a second time. We consider this to be right at the heart of our priorities and goes way beyond our policies – it’s something we consider across everything we do, from the make-up of our client teams, encouraging staff to reach their potential, through to our leadership. We aim to support our clients and our people to achieve their goals, regardless of background, gender, race, beliefs, sexuality or other non-work related factors. We champion aspiration and encourage it in everyone that works with us. As such we actively encourage applications from all suitably qualified people, regardless of any characteristics protected by law. If you apply for this role, you may be encouraged to answer our diversity and social mobility monitoring questions, so please be reassured that any answers you provide will remain entirely anonymous and confidential and will in no way impact your application.
Foot Anstey. Seriously Ambitious.
