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6 months ago
ENL Legal
Salary: Negotiable
Location: London
Job type: Permanent
Job sector: Private Practice
Experience: Any or N/A, Non-qualified
Contact: Felicity Simpson
Sector: Private Client
Category: Paralegal Jobs

Trust Assistant, London, 2 years' experience - Are you a Trusts Assistant looking to join a top 200-law firm in their highly regarded Private Client Team. Call us now on

JOB TITLE: Trust Assistant

EXPERIENCE: 2 Years

LOCATION: London

SALARY: Excellent

THE ROLE:

Our well-regarded client is currently seeking a Trust Assistant to join their thriving Private Client team. Their Trust Administration team manages over 100 trusts and funds, which give the scope for a wide variety of experience. Our Client operates a successful trust company, which acts as a professional trustee. This top 200-law firm are ever growing and are currently expanding its work to include accounting matters for the probate and Court of Protection team within the Private Client Group. The successful candidate will be looking for a role where the work is primarily accounting-based however, involves significant interaction with the wider Private Client planning team. Your day-to-day duties will include however, not be limited to:

  • Arranging payments to beneficiaries and for trustees
  • Data input for trust accounting of bank, brokers and dividend information
  • Updating capital information of trustees' share portfolios
  • Reconciling to third party records
  • Monitoring of client funds on deposit
  • Contact with other professional advisors as well as clients
  • Assisting with the production of annual trust accounts, and preparing Trust & Estate Tax Returns and beneficiary income statements
  • Preparing individual tax returns
  • Assisting with preparation of estate accounts
  • Preparing IHT100 returns

THE CANDIDATE:

The appointed Trust Assistant will have gained a minimum of 2 years of practical experience from an accountancy background and will have a sound understanding of Income, Gains and Inheritance tax experience. You will be IT literate, with good working knowledge of Word & Excel and possible previous experience using CCH Trust Accounts and CCH Personal Tax or similar software is extremely desirable.

HOW TO APPLY:

Contact Felicity Simpson at eNL onor now with your CV or simply call for a confidential discussion.

If you would like to review any other vacancies we are currently handling, then please visit our web site javascript:void(0);

eNL is handling a number of Trust Assistant vacancies throughout London and the South East. If you are a Trust Assistant looking for a move, call now for a confidential discussion. As part of our candidate care process we aim to respond to all applications within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion. Please go to javascript:void(0); to register your interest for similar positions. Please note our advertisements use PQE/salary levels purely as a guide.

In addition, if you know any Trust Assistants who may be interested, remember we do offer up to £500 referral fee bonus (Terms and Conditions apply).

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