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Trust Management Administrator

Leamington Spa, Warwickshire
£19,000 to £25,000
Job Type
21 Jul 2022
If you want to work for a company that s not afraid to stand out from the crowd, then being a part of the Countrywide Group is for you.

A career with Countrywide Tax & Trust Corporation Ltd provides you with the opportunity to develop your existing skills and learn new ones. As a company we are ever evolving which means more career opportunities for our employee's.

Countrywide has been established 17 years and we offer advice in all aspects of Estate Planning and Asset Protection.

Summary of Key Responsibilities and Role

Within this role you will work with a growing and busy team of administrators responsible for ensuring Trust records are kept up to date for the thousands of private Family Trusts we act as a Trustee on. You will also be responsible for handling your own cases for clients we are currently carrying out work for. You will work closely with members of your own team and various other departments.

Principal Responsibilities

You will Lodge Deeds of Assignment and Nominations with the relevant providers.

You will review files and chase for outstanding information where required.

Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team.

Carrying out checks on files and documents and integrating legacy systems into our new in-house systems.

Drafting legal documents and correspondence with support from our Estate Planning Team.

Arranging and allocating payments from and to trusts.

Arranging for the completion of trust tax returns and ensuring that records are maintained.

Arranging Trustee meetings and liaising with clients, advisors, and other professionals.

Key Knowledge & Required Skills

Excellent Admin and organisational skills.

Excellent IT skills.

Comfortable with using computerised systems.

Excellent attention to detail.

You will need to be conscientious.

You will be a good communicator, confident on the phone and writing emails.

Competent with diary management.

Good inter-personal skills and understanding manner
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  • Job Reference: 663456964-2
  • Date Posted: 21 July 2022
  • Recruiter: Countrywide Tax and Trust
    Countrywide Tax and Trust
  • Location: Leamington Spa, Warwickshire
  • Salary: £19,000 to £25,000
  • Sector: Legal
  • Job Type: Permanent