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Job Details

Trusts Role

Type: Permanent
Location: Probate and Wills Department

Trust Executive – Private Client Department

 

The role?

  • Trust Executive
  • Poole Office.
  • Full time - Monday - Friday, 9am - 5pm.
  • Reporting to and supporting Head of Department

 

What’s next?

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.
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