Trust administrator jobs in United Kingdom

Key Responsibilities & Day-to-day work tasks: Annual Planning Meetings: o Send out update packs. o Preparation for meeting. o Taking the notes post meeting. o Preparing the Financial Plan. o Overseeing agreed follow ups. Group Scheme Renewals: o Overseeing the quotes when Group Schemes renew. o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter. Trust Forms: o Prepopulating and sending out Trust forms. o Co-ordination with providers to ensure the Trust forms are logged correctly. Estate Planning Liaison: o Organising the quarterly ‘Estate Planning Days’ for clients. o Overseeing the follow ups. Protection Applications: o Obtaining quotes for client meetings. o Running through online applications with clients. · Quality of Documentation: o Providing backup for CFR, Suitability Letters and advice sets. o Point of sale packs. Office: o Overseeing LOAs with PlusGroup. o Answering the phone. o Scanning and distribution of post. o Welcome Screen. o Help to Meet & Greet Clients/Drinks. o Anything else required. o Completion of regulatory training. o Completion of timesheet.

A fantastic opportunity for the right person to develop a career in one of the leading UK and Global companies in the Care Home / Medical Devise / Consumables market place. Reporting to the Sales Manager and working alongside our existing Sales and Customer Service Teams, we are looking for dedicated ,talented and enthusiastic Sales and Customer Service Executive to work in our care home account management department, working hand in hand with the Sales Team, engaging with our existing customers and developing new customers to drive the profitable business growth for the Farla brands. You should have a professional and confident manner with the ability to multi-task and manage office requirements and customer engagement in a very busy and vibrant growing business. Good communication abilities, exceptional administration skills and great IT Competence are key as well as the ability to manage and build relationship with our existing customer in order to drive Sales. We need you to be passionate about what we do, who we are and want to be part of this growing global brand. Overall Responsibility · Enhance department and company reputation by accepting ownership for accomplishing new projects and different requests, exploring opportunities to add value to drive sales and job accomplishments · Key responsibility: to work in partnership with the sales and marketing function to ensure o The delivery of effective customers satisfaction both internal and external (delighting the customer) o Identify and support the development of new business opportunities § Upselling /cross selling to existing accounts § Identification of new accounts · Working closely with the extended Farla Team on a number of different projects including data consistency and updates; follow up projects; customer/supplier calls / daily workflow / enter and update customer information in our database. · Multi-tasking and managing orders in a busy environment with critical thinking and problem-solving skills · Outstanding negotiation skills with the ability to manage and resolve issues and address complaints with compassion. Account Management: Care Homes · Be a primary point of contact and build long term s profitable relationships with our customers · Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors · Monitor and analyse customer’s usage on customer accounts and issue reports as required · Responsible for working with the Sales Team to onboard and integrate new clients and developing existing client relationships · Working alongside the Warehouse management / senior account manager to ensure Pallets for Care Home are being dispatch effectively. · Maintain personal ownership and management of logistics paperwork when booking the necessary courier for Care Home · Preparing monthly customer product usage reports and other customer related reports Experience and Education required · Educated to minimum of degree level /or relevant experience · Proven account management or relevant experience of 2 / 3 years+ in the Care Home Sector · Demonstrated ability to communicate, present and influence credible and effectively at all levels of the organization, including executive and rest of the Team · Proven experience as within a similar role (but with a hunger to add value and make a difference) · Excellent IT capabilities including Excel and Outlook and knowledge of CRM Systems (training will be given) · Numerate with excellent attention to detail. Personal Skills · Task driven self-starter with strong organisational skills and ability to build up relationships both internally and externally · Go-to attitude; willing to go the “extra mile” to meet office needs and requirements · Motivated by results and with the ability to bring new ideas and share good working practice · Ability to work confidently, remain calm under pressure (cool tempered), meet deadlines and work within a team environment. · Committed, punctual and reliable Job Types: Full-time, Permanent Pay: £28,000.00-£30,000.00 per year Benefits: Employee discount On-site parking Store discount Schedule: Monday to Friday Ability to commute/relocate: London NW2 7JP: reliably commute or plan to relocate before starting work (required) Education: A-Level or equivalent (preferred) Experience: sales: 1 year (preferred) Work Location: In person

This is a part-time hybrid role for an Executive Director at BLACKFRIARS ARTS CENTRE LIMITED. We are now looking for an Executive Director who can lead on fundraising and financial management and will closely collaborate on organisation planning and developing business strategies. This role will be responsible for the financial sustainability, business plan and overall management of the charity with the goal of bringing the strategic development of the company in line with our new Arts Council NPO status. As part of the senior management team, you will be able to think strategically about the future of the venue and will work with the board to deliver an ambitious and financially robust business plan. You will be an inspirational leader with the ability to develop and maintain key external relationships. You will develop and implement an organisational culture and management structure that deliver the conditions for Blackfriars Arts Centre’s vision to thrive. This role would suit someone with previous management experience in an arts organisation or someone with excellent financial skills looking to move into a more senior role. This will be a Board appointment and will report directly to the Board of Trustees. We are looking for a suitable candidate with: A track record of raising funds from Trusts and Foundations and Public Bodies with an ability to write persuasive applications and develop strategic fundraising plans Experience of strategic planning, implementation and decision-making in an arts organisation or equivalent experience at a charity Excellent financial skills and experience of managing charity finances including creating and managing budgets and financial reporting Experience of public building management Experience of charity governance and of HR We are actively seeking candidates who reflect the wide range of cultures and experiences in Lincolnshire, and we're keen to hear from applicants who live locally or have a connection to the local area. We are interested in hearing from people with transferable skills who have great potential and can pick things up quickly. Often qualities are just as important as experience and we are interested in someone who has: Enthusiasm about the arts and creativity, particularly in a venue responding to its neighbourhood Strong leadership skills with the ability to inspire confidence and motivate people with clarity and kindness High level of numeracy skills High level of accuracy and ability to proof own work A positive, flexible and hands on approach Effective time management, organisational and administrative skills Excellent communication skills, online, on the phone and in person Proven decision-making ability Please note: it is not an expectation that you went to university to apply for this role. We’re interested in hearing from people with a wide range of experiences. Only applications that follow the official process will be considered.

Role and Responsibilities We are an ever-growing law firm with our head office in Blackburn. We have a great opportunity for an enthusiastic and experienced individual to join our Private Client (Wills and Probate) department. The role covers all areas of Private Client, to include Will drafting and advice, Lasting Powers of Attorney and Estate Administration, both Probate and Intestacy to include Inheritance taxable estates. Essential: 2-4 years established experience in Private Client Ability to manage own case load with minimal supervision in accordance with firm procedures and processes Ability to conduct meetings with clients in a professional manner Ability to assess legal issues, advise and draft documents accordingly Ability to work independently and undertake file admin independently Ability to conduct legal research Ability to assist Head of Department with department growth to include development of long term client relationships and assisting and attending business development activities Desirable: Experience in Trust Administration to include the set up of trust, taxation on trusts and HMRC’s Trust Registration scheme Experience in advising on high net worth matters to include tax mitigation Home visits to see clients may be required so ideally someone who drives and has access to their own vehicle Day to day duties: Attending upon clients to take instructions relating to Private Client matters and advising according to the circumstances Setting up case files Running case files from start to completion Drafting documents to include detailed attendance notes, letters to clients, Wills, Lasting Powers of Attorneys, Inheritance Tax paperwork, etc, and ensuring the files comply with the law in this area and the firm procedures. Executing documents with clients Billing files Some networking will be included in the role, as and when required. Key skills and abilities Competent use of Microsoft office and Excel Competent use of a Case Management System, preferably Proclaim Confident telephone manner Able to use initiative and work as a team member To assist and work appropriately and considerately with other fee earners and support staff To attend and participate in any meetings of the department or the firm when required Competence & Development Maintain knowledge and skills in relevant practice area(s) keeping up to date with relevant legislation and case law Ensure continuing competence through identifying and addressing any learning needs To participate in and engage with supervision in respect of your work Maintain a good knowledge and understanding of IT systems with a proactive approach to the introduction of new systems Compliance Act in accordance with the proper professional standards and regulations of the Solicitors Regulation Authority, and all other relevant bodies To follow all policies and procedures contained within the Office Manual To identify and report any risks to the COLP, COFA or Money Laundering Reporting Officer where necessary

**Job Description:** We are seeking an organized and proactive Office Assistant to join our team. As an Office Assistant, you will play a crucial role in ensuring the smooth operation of our organization. Your responsibilities will include maintaining web logs, filing receipts, answering calls, and providing support to other office colleagues. Working hours will be Monday to Friday 9am-5pm with flexibility required to assist at fundraising events on a few evenings and weekends during seasonal demand. Responsibilities: Data Retrieval from Backend Retrieve and manage data from the backend of our website Providing data for finance Clerical Duties: Handle mailing and filing of correspondence Answer incoming calls Sort and distribute incoming mail Administrative Tasks: Type correspondence, meeting notes, and forms Photocopy, scan, and file documents Maintain accurate records and enter data Creating profiles and issuing receipts Assist in organizing events when necessary **Skills and Qualifications:** Previous experience in a related field preferred. WordPress – is an added advantage. Self-driven and excellent customer care skills. Proficiency in Microsoft Excel and word Attention to detail and professional appearance. Highly motivated and able to prioritize efficiently. Ability to work alone or as part of a team.