TRUST ADMINISTRATOR

JOB TITLE: TRUST ADMINISTRATOR LOCATION: Manchester City CentreHOURS OF WORK: 9 am - 5. 30 pm Monday to FridayBENEFITS: Excellent Benefits Main Purpose of the role:Reporting to the Tax and Estate Planning Partners Providing administrative support to the Tax and Estate Planning department JOB DESCRIPTION:Will report to two PartnersReview existing records and maintain a record of Trusts where the client is appointed as a professional Trustee to help ensure that they are meeting their obligations as Trustees, keeping on top of key dates and offering excellent service to our Trust clients.Obtaining instructions from clients to offer ongoing Trust administration services as professional trustees.Acting on key dates by advising relevant fee-earners and contacting clients where necessary.Prepare and maintain accurate and up-to-date Trust Accounts, to include details of Trust assets and income and summaries of key points and events relating to the Trusts.Maintain copies of Trust documentation in an organised and easily accessible manner.Schedule annual review meetings with the Trustees, financial advisers and other relevant parties.Prepare file notes and resolutions of important Trustee decisions.Prepare reports to Trustees/clients to include annual Accounts and any recommendations or relevant changes to legislation. Ensuring that Trust assets are registered to the correct Trustees.Ensuring that other ongoing requirements are met, e.g. payment of regular policy premiums or insurance ..... full job details .....