Senior Trust Administrator

Kreston Reeves

Trust professional managing trust and estate administration within a leading London Trust department. Supporting compliance and service delivery for a diverse portfolio of trusts and estates.

Posted 5/8/2026full-timeLondon • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact

Managing the day-to-day administration of a varied portfolio of trusts and estates
Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
Assisting with inheritance tax reporting and other key tax events
Maintaining accurate trust records, including cashbooks and financial systems
Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers
Supporting client onboarding, including account setup, closures, and ongoing record maintenance
Drafting engagement letters and supporting client communications
Assisting with billing processes, including fee raising, debtor management, and credit control support
Monitor stockbrokers’ online accounts and prepare summaries as necessary
Assist with deputyship administration and accounts
Assist with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
Participating in debtor reviews and monthly credit control meetings **
Providing general administrative and project support to the wider team as required

Requirements

What you’ll need

Exposure to Trust or estate environment
Strong organisational skills with excellent attention to detail
Confident communicator with strong written and verbal skills
Ability to manage multiple priorities and meet deadlines in a busy environment
Collaborative, proactive, and supportive team player
Basic understanding of trust accounting and taxation
Educated to A-Level or degree level (or equivalent experience) **
Ideally ATT or STEP or part qualified (desirable)

Benefits

Comp & perks

- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave –25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
- Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values
- Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
- Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
- Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trust tax returnsannual accountsestate accountsinheritance tax reportingtrust accountingfinancial systemscashflowsbilling processescredit controldeputyship administration

Soft Skills

organisational skillsattention to detailcommunication skillstime managementcollaborativeproactivesupportiveteam player

Certifications

A-LeveldegreeATTSTEP