Job Description

Trust Administrator
? Ringwood Office
?? Full Time | Permanent
? Reporting to: Head of Wills & Tax
Overview
A busy and growing Wills & Tax department is seeking a Trust Administrator to join their team in the heart of Ringwood . This is an excellent opportunity for someone with a background in trust or estate administration who is looking to develop their career in a supportive and professional environment.
Key Responsibilities

• Day-to-day administration of a portfolio of trusts
• Liaising with trustees, beneficiaries, and professional advisers
• Preparing trust accounts and annual trust tax returns
• Managing key dates and deadlines for compliance
• Assisting with the creation, variation, and termination of trusts
• Maintaining accurate records and documentation
• Supporting solicitors with estate planning matters as required
• Ensuring all work is compliant with relevant legal and regulatory frameworks

Person Specification
Essential Skills & Experience:

• Previous experience in trust administration, tax, or a private client support role
• Strong organisational skills and excellent attention to detail
• Good understanding of trust and estate terminology and concepts
• Ability to manage a varied workload and meet deadlines
• Professional and clear communication skills, both written and verbal
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Comfortable working independently and as part of a team

Desirable:

• Experience preparing trust tax returns and accounts
• Familiarity with legal or trust management software
• STEP qualification or working towards it (or willingness to study)

Key Attributes

• Discreet and professional approach to handling sensitive matters
• Proactive and reliable, with a can-do attitude
• Strong client service ethos
• Flexible and adaptable in a busy team environment

Location & Travel

• Based in Ringwood office
• Occasional travel to other office locations or client meetings may be required

Benefits

• Competitive salary based on experience
• 25 days holiday plus bank holidays (rising with service)
• Pension scheme
• Health Cash Plan
• Life Assurance
• Opportunities for training and professional development
• Supportive and inclusive working culture

If you are interested in this position please submit your CV to Tanya Brown at Browns Recruitment Group as directed.

Skills Required