Your new company
A boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship‑driven service. The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.
Your new role
This is a broad role, which includes supporting the management of a portfolio of family and charitable trusts. The role combines day-to-day administration with trust accounting and tax responsibilities, working closely with senior team members to ensure compliance, accuracy and high service levels for trustees and beneficiaries.
Key Duties:

Managing day-to-day trust administration, including payments, income distributions and maintaining accurate records
Preparing trust accounts and supporting tax compliance, including income tax, CGT and IHT reporting
Liaising with clients, beneficiaries, stockb...