Business Administrator Apprentice (Lester Aldridge LLP)

This is a fantastic opportunity to build a fantastic career in Trust law, manage a varied caseload, and develop your expertise in a supportive, professional environment.

If you’re highly organised, proactive, and keen to deliver exceptional client service, this role offers the chance to take real ownership of your work while being supported to grow your skills.
If you’re highly organised, proactive, and keen to deliver exceptional client service, this role offers the chance to take real ownership of your work while being supported to grow your skills.

Key Responsibilities

Assist with the drafting of deeds relating to the creation, variation, and termination of trusts. Carry out day-to-day trust administration, liaising with trustees, beneficiaries, and third parties. Monitor and manage trust assets, including financial accounts and investments, and liaise with investment managers. Maintain accurate trust records both internally and on HMRC’s Trust Registration Service (TRS), including registering new trusts. Oversee trust terminations, including preparing deeds of appointment, inheritance tax accounts, trustee statements, and distributions to beneficiaries. Support the tax team with trust accounting data entry, reconciliations, and arranging tax payments. Prepare annual trustee policy statements and assist with trust reviews and trustee meetings. Manage property insurance for trust assets (commercial and residential). Keep updated lists of trusts administered by the firm and maintain a calendar of key dates. Maintain records for the firm’s trust corporation, including director ID, external accounts, and involvement in trust matters. Deliver excellent client service, responding promptly and professionally to enquiries. Manage time recording, quarterly billing, and maintain efficient cost control. Keep up to date with changes in trust law, legislation, and best practice. Provide research and administrative support to solicitors on trust-related matters.

Training Outcome:

Opportunity to grow and develop a career in our Private Client team. This isn't a legal role, but it will give you unique knowledge in Trusts, and the rare experience of getting this knowledge within a law firm as opposed to an Financial Advisory firm.

Employer Description:

At Lester Aldridge, we are proud of our reputation and history. We can trace our origins back to 1796 and have grown to be one of the largest law firms in the South, with a national reputation in many areas of law. As well as our Bournemouth head office, we also have offices in Southampton and London, meaning we can offer our clients city expertise at regional rates.

 

We are known for our ability to offer top-quality advice in a straightforward way, making us accessible and easy to deal with, on a regional, national and international basis.

Our clients are at the heart of everything we do. We believe that every client has their own unique requirements and we tailor our ways of working by thoroughly understanding their business or personal circumstances.

We believe that through listening to our client’s needs, concerns and expectations that we can deliver a solution that is innovative, realistic and delivers the optimal result for our client.

Working Hours :
Monday to Friday, 9am to 5.30pm.

Skills:
Communication skills,Attention to detail,Organisation skills,Time management skills,Prioritise under pressure,Empathetic and client-focused,Professional,credible and tactful,Written communication skills,Positive,Enthusiastic,Collaborative team player,Flexible approach