Trust and Probate Manager
- Recruiter
- Lipson Lloyd-Jones
- Location
- England, London
- Salary
- £48000 - £50000 per annum + Excellent benefits
- Posted
- 11 May 2017
- Closes
- 31 May 2017
- Ref
- 64558
- Contact
- Anusheh Karimi
- Job Title
- Legal Executive
- Practice Area
- Private Client, Trusts/Investments/Funds, Wills & Probate
- PQE Level
- 2-4
- Contract Type
- Permanent
- Hours
- Full Time
THE FIRM
A highly regarded international law firm with a strong private client practice.
THE ROLE
A Trust and Probate Manager is now sought to join the London team.
As a Manager you will work with a broad range of clients, including professional and individual trustees, executors and administrators, banks, and beneficiaries (both individuals and charities).
The role will involve all aspects of estates, succession and trust work including:
Legal research
Probate Administration
Trust management including all aspects of administration, taxation, accounts and compliance relating to a portfolio of trusts
Trust accounts using computerised accountancy software supporting the Trust Accounts Manager and his team
Document management review and analysis
Assisting in preparing pitches and tenders and in all aspects of business development
Participating in client events
ABOUT YOU
Ideally two years' experience as a trust and probate manager and with strong academics.
CILEx qualification/STEP Membership is desirable
Proven experience in Probate and Trust Administration and Accounts: to include IHT Compliance and computerised accounts production experience
Familiarity with technology e.g. excel, word
Excellent research skills
The ability to work as part of a team and under pressure and have strong financial aptitude (for billing)
Lipson Lloyd Jones Ltd is acting as an Employment Agency in relation to this vacancy. Please note our advertisements use PQE levels purely as a guide to the minimum level of experience required. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfill this kind of work.