Senior Probate & Trust Administrator (Private Client)

We are looking for an experienced Senior Probate & Trust Administrator to join our Private Client team.

This is a varied, hands-on role for someone with strong probate, trust or private client administration experience who is comfortable taking ownership of matters and working with clients, beneficiaries and professional advisers.
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The Role

You will be responsible for the day-to-day administration of a portfolio of estates, trusts and related private client matters, including:

• Administering estates from initial instruction through to final distribution.
• Liaising with executors, trustees, beneficiaries, banks, investment managers and professional advisers.
• Obtaining asset and liability information and valuations.
• Assisting with probate applications and cross-border estate matters.
• Arranging payments, asset transfers and beneficiary distributions.
• Maintaining estate and trust financial records and cashbooks.
• Preparing draft estate accounts, reconciliations and distribution schedules.
• Supporting the administration of trusts and other fiduciary arrangements.
• Ensuring matters are progressed proactively and efficiently.
• Supporting and supervising more junior members of the team.

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About You

You will ideally have substantial experience in probate, estate, trust or private client administration and be capable of managing matters with limited supervision.

You should have:

• Excellent organisational and administrative skills.
• Strong numeracy and confidence dealing with financial information.
• Experience preparing estate, trust or similar accounts.
• Strong attention to detail.
• Confidence dealing directly with clients, beneficiaries and professional advisers.
• The ability to manage multiple matters and deadlines.
• A proactive approach, with the judgement to recognise when legal, tax or other specialist input is required.
• A STEP or other relevant professional qualification would be advantageous but is not essential where you have appropriate practical experience.
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The Opportunity

This is an opportunity to take a senior role within a busy and growing Private Client practice, with genuine responsibility for the administration and financial management of estates and trusts.

We are looking for someone who takes ownership of their work, enjoys dealing with clients and can be relied upon to ensure matters are progressed accurately, efficiently and professionally.

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Details

Department: Private Client

Location: Jersey

Level/Salary range: Market

HR Contact: Alison Gates (Practice Manager)

Qualifications Required: STEP or other relevant qualification an advantage

Reporting to: Head of Private Client

Position Type: Full time (35 hours)

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To apply, please send your CV together with a short covering letter explaining why you would like to join the BCR Group and what you feel you could bring to our team, to alison.gates@bcrlawllp.com or fill in the below form.

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