Trust Archivist

This role will be for a fixed period of 10 months. You will provide comprehensive archiving and administrative support to the firm and will be responsible for ensuring the registration of Trusts with the Trust Registration Service in accordance with the 5th Anti Money Laundering Directive are being carried out. You will be supporting our Private client team as well as our clients in an administrative support capacity.

Main Responsibilities will include as and when required but are not limited to, the following:

• Researching the Practice Management system for all Trust Documents



• Carrying out research for Matters that have been identified with Trusts that need registering with the Trust Registration Service (TRS)



• Working with the Private Client team inclusive of our Private Client Tax Assistant



• Contacting Clients and informing them of their unregistered trusts and guiding them through the registration process of the TRS



• Liaising with Clients through emails and telephone calls



• Using our ALB system to update data records



• Booking meetings with Clients



• Invoicing Clients for fees of their registration of Trusts with the TRS



• Meeting and greeting clients and taking ID docs etc



• Ensure all feedback received from Clients or 3rd parties regarding the Firm or a service provided is passed on to the appropriate individual.



• When appropriate, make file notes of meetings or telephone calls



• To undertake any specified responsibility and to be familiar and comply with the requirements of all regulatory/professional quality standards within your Department, the Firm's compliance and quality standards procedures and policies



• To undertake any other reasonable duties or activities which may be allocated


Personal development

• Embrace all opportunities to gain additional knowledge, skills and experience


IT and typing skills

• Ensure that all documents are produced in accordance with Firm's house style



• Be competent in each of the firm's systems including:



• Microsoft software packages



• ALB (Practice Management system)



• Any bespoke packages as required



• Report any IT/PMS issues to the relevant individuals or 3rd party IT Support provider


• Troubleshoot equipment when required
  
  Spire Solicitors LLP is one of the largest legal firms in the region. With head offices in the heart of Norwich city centre, we also boast an unrivalled regional presence across the county, with offices in market towns throughout Norfolk including Attleborough, Aylsham, Dereham, Diss, Watton, and Wymondham.


We offer a comprehensive range of legal advice and our dedicated team actively work together to deliver a friendly and personable culture.