Lovewell Blake
Trust and Estates Administration Assistant Copy
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Trust and Estates Administration Assistant
Engage with our Great Yarmouth-based team for this critical role where you’ll support the preparation of tax returns and accounts while assisting with a diverse range of administrative duties.
Key Responsibilities
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Administrative Support
- Handling daily office tasks efficiently
- Managing correspondence and documentation
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Taxation Tasks
- Processing self-assessment tax returns
- Supporting with inheritance tax returns
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Workload Organisation
- Prioritising and managing a reactive, busy workload
- Responding promptly to instructions
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Estate & Accounts Administration
- Assisting with estate administration
- Completing accounts preparation tasks
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Project Coordination
- Working in collaboration with three technically qualified team members
Requirements
- Strong administrative and organisational skills
- No prior experience in trusts/estates required—fully trained on-the-job
- Ability to work both under supervision and with initiation
- Sound judgement, decision-making, and problem-solving mindset
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Communication skills—excellent verbal and written
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Proactive, initiative-driven attitude to develop expertise
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Confident IT user with experience using Microsoft Excel
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Strong customer service aptitude
** Benefits Package**
- 22+ days annual leave (including Bank Holidays—increasing with tenure)
- Competitive salary
- Annual paid volunteering day
- Employee assistance programme
- Professional development opportunities
- Team social events
- Casual business dress policy
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