Trustee Services Administrator (Wills and Estates)Location: IpswichSalary: Competitive salary plus a generous benefits packageApplication Deadline: Wednesday, April 30, 2025Job Summary:We are looking for a Trustee Services Administrator to join our Wills and Estates team and assist with the administration of estates, wills, and lasting powers of attorney (LPAs).Key Accountabilities:Maintaining wills and LPA databasesSending emails and letters to beneficiaries and co-executorsRaising invoices and taking feesMonitoring the shared mailbox for tasks and general queriesMaking distributions to the beneficiariesLiaising with other teams within the business on new businessReconciliation of estate accountsPreparing draft willsDrafting LPAsCreation of tax certificatesLiaising with the Tax team and providing them with informationOther administration of estates and wills as neededKey Competencies:Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology.Customer Service: Positive attitude to find solutions in line with TCF principles; uses customer feedback to improve service.Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change.Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.Candidate Profile:Will have previous administration experienceWill have strong interpersonal skills to be able to deal with sensitive family situationsWill be a diligent and thorough individual, capable of working unsupervisedThe ability to prioritise work and be organisedWill have an interest in developing knowledge in estates and trusts administrationBasic knowledge of wills and estates law, capital gains tax, inheritance tax and accounting principles would be advantageousContractual Hours: 9.00am to 5.30pm, Monday to Friday
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