Trust Executive – Private Client Department
- Trust Executive
- Poole Office.
- Full time - Monday - Friday, 9am - 5pm.
- Reporting to and supporting Head of Department
- Closing date for applications is 24th July
- The role is immediately available
- To find out more about the role please speak to or email Ashling Clark, (01202 673011/ email@example.com).
- To apply please email a short cover and your CV to firstname.lastname@example.org.
The successful candidate?
- Will be presentable, flexible and maintain a friendly and approachable persona.
- Will support the Partner on a daily basis with trust and executor probate work
- You will have daily client contact so an excellent standard of client care is essential
- Will be calm, even under pressure, and understand the importance of working in an organised manner to timeframes.
- You may have knowledge of processing legal matters within probate if at all possible
- You will be managing day to day administration of a number of trusts including amongst other tasks, filing tax returns, completing trust accounts and drafting trust documents.