Senior Private Client Professional

4 weeks ago

Thunder Bay, Ontario, Canada Heartland Coca-Cola Bottling Company, LLC Full time

Buckles Solicitors LLP is an award-winning law firm that provides exceptional client service and comprehensive legal solutions to businesses and individuals in the UK and internationally.

With offices in Cambridge, London, Nottingham, Peterborough, Stamford, Bristol, Swindon, Paris, and Milan, we deliver effective and cost-efficient legal services, leveraging our team of dedicated professionals across locations.

We foster a positive work environment where independent thinking and new ideas are encouraged, allowing every member of the team to make a genuine difference.

Our commitment to excellence is reflected in our LawNet Mark of Excellence and Investor in People Gold accreditation.

As a senior private client professional, you will join our well-established Private Client team on a full-time permanent contract (37.5 hours per week) with flexibility across most offices.

This role offers 1 day of remote work and 4 days in an office, with potential for increase based on the candidate's confidence and experience levels.

You will provide supervised support to the Trusts team, while those considered for the Trust & Tax Executive role will manage their own trust caseload autonomously, identifying what is required to progress matters and possessing the knowledge, technical ability, and experience to do so with minimal input and direction from supervising colleagues.

As an integral part of the Trusts team, you will deliver on agreed cases, think about new opportunities, and support the overall profile of the Trusts team and the Private Client department.

Key Responsibilities:

  • Report to Private Client Partners.
  • Collaborate with the Trusts Manager in progressing the team's caseload, including routine trust administration work, drafting and updating trust accounts using Microsoft Excel, completing and submitting straightforward tax returns to HMRC, calculating, reporting, and paying Capital Gains Tax, maintaining and adhering to key dates calendars, registering and updating trusts using the Trust Registration Service, drafting routine trust deeds, making trust payments to beneficiaries and third parties, assisting with the investment of trust assets, liaising with Trustees to seek instructions, and preparing Trust minutes.
  • Delivery of individual targets (fees, time, business development, etc.) with minimal supervision.
  • Ensuring high levels of client satisfaction and building appropriate and lasting relationships with clients.
  • Adherence to agreed firm standards, quality procedures, and management systems, including the maintenance of neat and proper files on all matters to meet ISO standards, and compliance with financial procedures and accounts rules.
  • Undertake and deliver work in a commercially effective manner.
  • Cross-referral of work effectively to appropriate personnel.
  • Continually develop technical and non-technical skills to meet client and firm requirements and demonstrate continuous improvement in all areas of work.
  • Some travel as required and out of hours working for business development, meetings, and training purposes.

Qualifications:

  • The candidate will have trust administration experience in the legal sector and/or perhaps have experience in preparing accounts using capital, income, and reconciliation accounting in the finance sector.

Skills / Experience:

  • Business development skills and enthusiasm.
  • Strong numeracy and interpersonal skills.
  • Excellent verbal and written communication skills.
  • Trust/ Private Client knowledge.
  • Uses initiative, plans, and organises own time and workload to meet deadlines and prioritise work.
  • Working knowledge of case management systems and Microsoft Office applications.

Personal attributes:

  • Proactive and passionate about your career.
  • An empathetic individual who can deal with sensitive matters efficiently.
  • A friendly and helpful manner in dealing with trust queries from clients and within the firm.
  • A strong team player with a motivational hands-on approach.
  • A measured and rational approach to problem-solving.
  • Deals confidently and diplomatically with clients and other stakeholders.
  • Demonstrates integrity and congruence when dealing with people.
  • Delivering a quality service.
  • Achieving commercial outcomes.
  • Collaborating and partnering.
  • Changing and improving.

Reward and development:

Buckles recognises the success of every employee, working with you to ensure you have what you need to maximise your potential and develop your career.

Alongside a host of development, professionally and personally, we offer some fantastic benefits, which include:

  • 25 days annual leave + all UK Bank Holidays + an additional day for your birthday each year (or closest working day to your birthday).
  • Additional annual leave on Christmas Eve (1 full day) and New Year's Eve (half day PM) if these days fall on a normal working day.
  • Private healthcare options for you and your family – via Bupa.
  • Free healthcare cash back plans for you and your family.
  • Enhanced pension – 5% matched contribution by Buckles.
  • Ability to buy additional holiday – up to 5 days per year.
  • Group Life Assurance – 4 x your annual salary.

To apply:

Please submit a CV that demonstrates the skills and experience you have that is suitable for this role.

We are an equal opportunity and disability-inclusive employer and value diversity across the firm. We do not discriminate based on age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, sexual orientation, or parental or caring status.

  • Private Client Team Member

    4 weeks ago

    Thunder Bay, Ontario, Canada Heartland Coca-Cola Bottling Company, LLC Full time

    Buckles Solicitors LLP is committed to delivering exceptional client service and providing comprehensive legal solutions to businesses and individuals in the UK and internationally.Our team of highly dedicated professionals across locations enables us to deliver effective and cost-efficient legal services from our offices in Cambridge, London, Nottingham,...

  • Certified Nutrition Support Professional

    4 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    **Required Skills and Qualifications:**To be successful in this role, you must have:A Food Service Worker program from a recognized college or private career college in Ontario;Familiarity with institutional cooking equipment and safety protocols;Excellent verbal and written communication skills, including ability to take orders accurately;Able to operate a...

  • Senior Health Practitioner

    3 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Job Description\As a Resident Support Specialist at Sienna Senior Living, you will be responsible for delivering excellent nursing and personal care to our residents using sound nursing practice principles. You will create a supportive environment for residents through teamwork and effective communication, and oversee resident care, maintaining communication...

  • Senior Manager, Domestic Tax

    2 days ago

    Thunder Bay, Ontario, Canada Grant Thornton - Canada Full time

    Who we areYou know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We...

  • Nursing Care Professional

    3 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Job Overview\We are seeking a highly skilled Registered Practical Nurse to join our team at Sienna Senior Living. As a Resident Support Specialist, you will play a critical role in enhancing the lives of residents by providing nursing care and support.\About the Role\\Provide nursing care according to established policy, physician's orders, and the resident...

  • Personal Support Worker

    1 week ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Personal Support Worker - Permanent Part-time EveningsJob Category: Individual ContributorsRequisition Number: PERSO063396- Posted: March 3, 2025- Part-TimeLocationsWaters Edge Community401 William StreetNorth Bay, ON P1A1X5, CANDescriptionPersonal Support Worker- Permanent Part Time 30 hours bi-weekly Evenings Pier 1Waters Edge Community – North BayAt...

  • Personal Support Worker

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Personal Support Worker-Permanent Part Time Days hours bi-weekly Northern Heights Waters Edge - North Bay At Sienna you won't just fill a position; you will build lasting relationships with residents who call Waters Edge their home. Join us in a role where knowing each resident not just by name, but by story, is not just possible, it is expected. Our purpose...

  • Personal Support Worker

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Full time

    Personal Support Worker-Permanent Full Time Evenings hours bi-weekly Northern Heights Waters Edge - North Bay At Sienna you won't just fill a position; you will build lasting relationships with residents who call Waters Edge their home. Join us in a role where knowing each resident not just by name, but by story, is not just possible, it is expected. Our...

  • Personal Support Worker

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Full time

    Personal Support Worker-Permanent Full Time Days hours bi-weekly Northern Heights Waters Edge - North Bay At Sienna you won't just fill a position; you will build lasting relationships with residents who call Waters Edge their home. Join us in a role where knowing each resident not just by name, but by story, is not just possible, it is expected. Our purpose...

  • Personal Support Worker

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Personal Support Worker-Permanent Part Time Evenings hours bi-weekly Northern Heights Waters Edge - North Bay Wages per CBA At Sienna you won't just fill a position; you will build lasting relationships with residents who call Waters Edge their home. Join us in a role where knowing each resident not just by name, but by story, is not just possible, it is...

  • Personal Support Worker

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Full time

    Personal Support Worker-Permanent Full Time Evenings hours bi-weekly Northern Heights Waters Edge - North Bay At Sienna you won't just fill a position; you will build lasting relationships with residents who call Waters Edge their home. Join us in a role where knowing each resident not just by name, but by story, is not just possible, it is expected. Our...

  • Personal Support Worker

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Personal Support Worker-Permanent Part Time Nights hours bi-weekly Northern Heights Waters Edge - North Bay Wages per CBA At Sienna you won't just fill a position; you will build lasting relationships with residents who call Waters Edge their home. Join us in a role where knowing each resident not just by name, but by story, is not just possible, it is...

  • Senior Recruitment Professional

    1 day ago

    Thunder Bay, Ontario, Canada Raymond George Consultancy Full time

    Opportunity Summary: Join our team at Raymond George Consultancy as a Senior Recruitment Professional specializing in the Construction sector. This dynamic role combines strategic business development with expert recruitment services, offering a challenging and rewarding experience.Key ResponsibilitiesThe successful candidate will be responsible for...

  • Activation Aide Certified

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Full time

    Activation Aide Certified- Permanent Full Time Evenings hours bi-weekly- Northern Heights Wages per CBA If you're passionate about being a part of a team that is, committed to the Team Member Experience and driven by innovation and growth, then join us The Activation Aide is a critical role within our communities as it impacts the lives of residents and...

  • Dietary Aide

    2 weeks ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Dietary Aide (Certified) - Permanent Part-timeJob Category: Individual ContributorsRequisition Number: DIETA063422Posted: March 6, 2025Part-TimeLocationWaters Edge Community401 William StreetNorth Bay, ON P1A1X5, CANDescriptionPermanent Part-time, 37.50 hours bi-weekly.If you're passionate about being a part of a team that is committed to the Team Member...

  • Dietary Aide-certified

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Dietary Aide-Certified- Permanent Part Time Evenings hours bi-weekly- Northern Heights North Bay Wages per CBA If you're passionate about being a part of a team that is, committed to the Team Member Experience and driven by innovation and growth, then join us The Dietary Aide Certified is a critical role within our communities as it impacts the lives of...

  • Dietary Aide

    5 days ago

    Thunder Bay, Ontario, Canada Sienna Senior Living Part time

    Dietary Aide-Certified- Permanent Part Time Days hours bi-weekly- Northern Heights North Bay Wages per CBA If you're passionate about being a part of a team that is, committed to the Team Member Experience and driven by innovation and growth, then join us The Dietary Aide Certified is a critical role within our communities as it impacts the lives of...

  • Senior Financial Services Professional

    4 days ago

    Thunder Bay, Ontario, Canada The Lia Group Full time

    About Us:The Lia Group has been delivering exceptional consumer experiences for over 40 years. Our commitment to quality products and services has enabled us to grow into a successful business with a rich history of success and growth.We consist of over 1200 dedicated team members at 21 locations throughout NY, MA, and CT, and have a long history of...

  • Client Engagement Professional

    3 days ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada Full time

    Key ResponsibilitiesProactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and identifying opportunities for advice and solutions.Foster education and demonstration of our products and services, leveraging technology to deliver a memorable client experience and drive business...

  • Senior Automation and Network Professional

    7 days ago

    Thunder Bay, Ontario, Canada Stantec Consulting International Ltd. Full time

    At Stantec Consulting International Ltd., we are a community that exercises creative thought and develops innovative solutions. Our team of experts is dedicated to providing top-notch engineering and design services for our clients in the mining industry.We are seeking a Senior Automation, Communications & Network Engineer to join our team. As a key member...