Probate Administrator

Summary of Key Responsibilities and Role

Within this role you will work with a growing and busy team of administrators responsible for all probate matters.

You will work closely with members of your own team and various other departments.

You will make effective use of case management systems and ensure efficient use of time and resources.

Principal Responsibilities

• Preparing initial client engagement paperwork.
• Dealing with third parties such as banks and financial institutions to obtain date of death valuations via written correspondence/telephone calls as required.
• Liaising with our advisors, clients or third party organisations by telephone and email.
• Liaising with lay executors (such as family members) and other professional partners where applicable (in the main this could be solicitors and accountants).
• Assisting with the sale and purchase of probate properties, closure of bank accounts and investments once the grant is obtained.
• Dealing with incoming post.
• Assisting with the collection of estate monies.
• Maintaining probate estate accounts.
• Maintaining electronic internal systems for case management purposes

Key Knowledge & Required Skills

• Excellent Admin and organisational skills.
• Excellent IT skills.
• Comfortable with using computerised systems.
• Excellent attention to detail.
• You will need to be conscientious.
• You will be a good communicator, confident on the phone and writing emails.
• Competent with diary management.
• Good inter-personal skills and understanding manner.
• Positive “can-do” mature attitude.