Job Summary
Location: Ipswich. Salary: Competitive salary plus a generous benefits package. Application Deadline: Saturday, February 28, 2026.
Key Accountabilities
* Maintaining trust databases
* Sending emails and letters to beneficiaries and co-trustees Phones
* Raising invoices and taking fees
* Monitoring the trust's diary to ensure annual reviews are completed
* Making distributions to the beneficiaries
* Liaising with other teams within the business on new business
* Opening new trust accounts
* Reconciliation of trust bank accounts
* Checking trust accounts
* Creation of tax certificates
* Assist with trust accounts and tax returns
* Maintaining HMRC's trust register
* Other administration of trusts, attorneyships and deputyships as needed
Key Competencies
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* Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
* Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
* video's Customer Service: Positive attitude to find solutions in line with TCF principles; Uses customer feedback to improve service;
* Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
* Team Working: Shares knowledge, skills(locator and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
* Will have previous administration experience
* Will have strong interpersonal skills to be able to deal with sensitive family situations
* Will be a diligent and thorough individual, capable of working unsrequired
* The ability to prioritise work and be organised
* Will have an interest in developing knowledge in trusts administration
* Basic knowledge of trust law, income tax, capital gains tax, inheritance tax and accounting principles would be advantageous
Contractual Hours
9.00am to 5.30pm, Monday to Friday
Job Profile Job Profile document
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