Trustee Services Administrator (Wills and Estates)
Location: Ipswich
Salary: Competitive – dependent on skills, qualifications and experience
Application Deadline: Wednesday, April 22, 2026
Job Summary
We are looking for a Trustee Services Administrator to join our Wills and Estates team and assist with the administration of estates, wills, and lasting powers of attorney (LPAs).
Key Accountabilities
* Maintaining wills and LPA databases
* Sending emails and letters to beneficiaries and co-executors
* Raising invoices and taking fees
* Monitoring the shared mailbox for tasks and general queries
* Making distributions to the beneficiaries
* Liaising with other teams within the business on new business
* Reconciliation of estate accounts
* Preparing draft wills
* Drafting LPAs
* Creation of tax certificates
* Liaising with the Tax team and providing them with information
* Other administration of estates and wills as needed
Key Competencies
* 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
* 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 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 unsupervised
* The ability to prioritise work and be organised
* Will have an interest in developing knowledge in estates and trusts administration
* Basic knowledge of wills and estates law, capital gains tax, inheritance tax and accounting principles would be advantageous
Contractual Hours
9:00 am to 5:30 pm, Monday to Friday
#J-18808-Ljbffr