Trusts Manager
G2 Legal
- Edinburgh
- Permanent
- Full-time
- Generous salary banding
- 6% Pension
- 25 – 30 statutory days holiday per year along with 9 public holidays
- Purchase Holidays Scheme
- Firm-wide Bonus Scheme
- Critical Illness Cover
- Hybrid working
- Flexible Working Patterns
- Cycle to work scheme
- Travel Loans
- Volunteer Day
- Weekly Dress Down Friday & Monthly Board Room Drinks
- Trust and Charity administration including and managing trust records on behalf of clients
- Dealing directly with trustees, and beneficiaries
- Trust and charity administration including administering and managing trust records on behalf of clients
- Dealing directly with trustees, and beneficiaries and advising and acting on their instructions
- Dealing with professional intermediaries in connection with client accounts
- Demonstrating an understanding of trust deeds to ensure the trust is managed in line with the specified terms
- Demonstrating an understanding of Income and Capital Gains Tax and its interaction with the administration of trusts
- Advising in relation to setting up, ongoing administration and termination of trusts in line with the terms of deeds and client instructions
- Managing trust finances and calculating disbursements and payments to beneficiaries
- Dealing with Trust Registration; Common Reporting Standard reporting; Register of Controlling Interests in Land reporting and ensuring administration complies with any other relevant legislation and reporting to relevant bodies as may be required
- Dealing with Inheritance Tax and preparation of appropriate reporting forms
- Preparation of Deeds, Trustee Minutes and Resolutions
- Review and set up of systems, maintenance of trust records and compliance records
- Dealing with AML processes
- Excellent communication skills – written and verbal
- Extensive Trusts experience
- Experience supporting, managing and training others
- Highly organised, process driven and a keen eye for detail
- Excellent people skills
- Calm under pressure, good organisational skills and excellent time management – with the ability to prioritise and deliver to deadlines
LogicMelon