Wealth Operations Administrator

Location:
Fareham
Job Type:
Contract
Industry:
Finance
Job reference:
BBBH225931_1716558702
Posted:
about 1 month ago

Key Responsible

  • Provide a high-quality service to produce HM Revenue & Customs Trust Tax Returns
  • Complete calculations and payments of individual tax liabilities for Trusts
  • Completion and dispatch of Income Tax certificates for all personal and trust investment portfolios
  • Ensure work is completed within Trust Service...

Key Responsible

  • Provide a high-quality service to produce HM Revenue & Customs Trust Tax Returns
  • Complete calculations and payments of individual tax liabilities for Trusts
  • Completion and dispatch of Income Tax certificates for all personal and trust investment portfolios
  • Ensure work is completed within Trust Services Service Level Agreements
  • Assist projects with key regulatory changes
  • Assist in producing Management Information (MI)

Knowledge and Experience:

  • Technical knowledge of wealth/trust products
  • Relevant knowledge in such systems as WGHSS, GHSS HUB, IMS, Phoenix, TLM, TradeWeb, Unavista, EY First, MD3, CGiX, Browser Main Menu & HNET
  • Extensive experience of data handling and analysis
  • Strong attention to detail, with widespread knowledge of Excel and Visual Basic
  • Anticipates potential problems and challenges, mitigating their impact and all associated risk
  • Proactive approach with a proven record of strong decision making

Either apply direct! Or please contact me on .

Please note, in the event of a high volume of applications for this role, we will not be able to respond to each individual applicant. Unfortunately, if you have not been contacted within 7 days we will not be progressing with your application. Thank you for your understanding.

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