• 22 July 2008
• Reference: JR203182

• Trust Assistant - London Northern Trust Company

• Docklands £20.00 - £22.00 p/hr Temporary
• Benefits: and more

A Global Custodian based in Docklands are looking for a Trust Assistant to join the organisation. This company specialise in providing asset servicing solutions and asset management to both institutional and personal clients. The delivery and services to this client base is supported through a network of offices around the globe.

All book keeping and client accounting for the trusts and estates under administration is outsourced to the company overseas.

In addition to acting as trustee the company provides an onshore tax compliance service. The Tax Section provides UK tax compliance services to the majority of trusts under administration by the client and also a number of private individuals.

To administer a case load of onshore trusts, to include inter alia discretionary, interest in possession, accumulation and maintenance and charitable trusts. To administer a case load of trusts in the process of distribution, estates and EPAs.

As the Trust Assistant your main duties will be;

-review and interpret trust deeds and related documents as required.
- liaise with settlors and beneficiaries as required.
-action requests for distributions, appointments etc duly taking in to account any related tax matters and taking advice from the Tax Section as required.
-liaise with the Tax section to ensure that all income tax and CGT matters are properly dealt with, to include signing tax certificates and reclaim forms.

Ideally the successful candidate will have relevant UK private client trust administration experience. Have a good knowledge of UK trust law and UK taxation trust work.

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