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.
Application Form
To apply, simply fill out the form and attach your CV to submit your application.