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Wealth Operations Administrator
| Posting date: | 24 May 2024 |
|---|---|
| Salary: | £13 to £13.50 per hour |
| Hours: | Full time |
| Closing date: | 31 May 2024 |
| Location: | Fareham, Hampshire, PO16 0AN |
| Company: | Experis |
| Job type: | Contract |
| Job reference: | BBBH225931_1716558702 |
Summary
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.