Your new company
Join a forward-thinking team of legal and financial professionals dedicated to making a positive impact. Our philosophy is rooted in care, collaboration, and expertise-values that shine through in everything we do, from serving our clients to supporting our colleagues.We believe in working together to navigate life's complexities, celebrating achievements, and fostering an inclusive and welcoming environment. Here, you'll be valued for your unique skills and perspective, and you'll find opportunities to push boundaries, achieve greatness, and contribute to meaningful change in the lives of those we serve.Be part of a dynamic, people-centered workplace where your growth matters, and your contributions are appreciated.

Your new role
Join a thriving and collaborative team in an administrative role that makes a difference. Working in a tax, trusts, and compliance environment, you'll provide essential support to senior professionals, assisting a diverse range of clients on trust-related matters. This is an opportunity to be part of a high-performing and friendly team where your skills will shine.
Key responsibilities include:

• Communicating with clients and beneficiaries through correspondence and phone calls.
• Liaising with key stakeholders such as HMRC and investment managers.
• Attending meetings with trustees and beneficiaries, and following up on action points.
• Supporting team objectives, including handling client billing and general administrative duties like file opening processes.
• Assisting with Business Development activities where relevant.
• Participating in training sessions to enhance your skills and knowledge.

What you'll need to succeed
Are you someone with a strong aptitude for organisation and a commitment to delivering excellence in a dynamic, fast-paced environment? This company is looking for individuals with the following attributes:

• Solid computer skills, including proficiency in Word, Excel, and case management systems.
• A careful approach to handling sensitive and confidential information.
• The ability to meet tight deadlines and manage tasks effectively.
• A talent for producing high-quality work while thriving in a busy setting.

What sets this company apart is their values, and we're seeking people who share them:

• Innovation: Embracing a pioneering spirit and imaginative outlook.
• Care: Being approachable and compassionate in our work.
• Determination: Relentless pursuit of our goals and objectives.
• Efficiency: Providing exceptional and streamlined services.
• Integrity: Maintaining the highest standards in everything we do.

If these qualities resonate with you, and you're ready to bring your unique expertise to a values-driven workplace, we'd love to hear from you.

What you'll get in return

• Generous Time Off: 25 days of holiday as standard, plus bank holidays. You can also purchase up to 35 additional hours of holiday.
• Flexible Pension Options: Tailored and generous schemes to suit your needs.
• Giving Back: Two paid volunteering days each year to support a cause close to your heart.
• Health & Well-being: Membership with a health provider offering refunds on medical services, paired with digital GP services for convenience.
• A Holistic Approach to Well-being: A range of initiatives to promote positive mental health, alongside a Flexible by Choice programme enabling hybrid working arrangements, tailored to role and team needs.

This company is proud to have been recognised amongst the Best Workplaces for Wellbeing for Large Organisations 2024.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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