17000.00 - 17000.00 GBP Annual + GBP17000/annum
02 Oct 2019
30 Oct 2019
Job Type
Contract Type
Our client is a family business with its office being located in Kenilworth. They have been providing estate planning services for in excess of eleven years and are rapidly expanding with a growing client base throughout the UK.

They are expanding our 'Live Trust team' and are looking for a candidate who can deal primarily with trust administration in the main, with a view to developing the skills to manage your own caseload of private family trusts as part of a growing team of specialists. You will work primarily alongside an In-House Solicitor, two lawyers, a dual qualified Financial Advisor and Trust and Estate Practitioner and a number of support staff on behalf of our client's corporation.

The role consists of:

•Drafting and processing Legal Documents relating to the administration of different types of trusts

•Liaising with our Consultants and clients by telephone and email, and face to face meetings where required

•Dealing with returned documents requiring countersignature and storage.

•Liaising with financial advisors to the trust and other professional partners where applicable (in the main this will be solicitors and accountants)

•Assisting with the sale and purchase of trust properties and investments

•Maintaining trust records

The ideal candidate will possess the following skills:

•A proven record of working with an office and good administrative skills with an eye for detail.

•Ability to work as part of a team and after training, without direct supervision.

•Good customer service skills and a good telephone manner.

•A good command of written English.

•Computer literacy, in Outlook, Word, Excel etc.

Salary is between GBP17- GBP18,000, depending on experience.

Job Type: Full-time, 9am - 5:30pm

Salary: GBP17,000.00 /year

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