Probate Adminstrator
Probate Administrator
£28,000 p.a. + bens
London – Hybrid working available (at least 1-day p.w. in the office following training)
Hours: 9am to 5pm
Our client is a leading company in their field with offices all over the UK and over 100 staff. They are looking for someone to join their research team and undertake the following duties: –
You will be responsible for providing administrative support one of the Probate teams. This is a fantastic opportunity for the right person with a high level of drive and enthusiasm, who is willing to learn.
Main Duties and Responsibilities
- Pending Case File administration:
- Updating files and internal systems.
- Obtaining regular solicitor updates.
- Dealing with solicitor queries.
- Data entry.
- Updating clients.
- Preparing distribution schedules.
- General administrative duties, to include:
- Writing and sending letters to beneficiaries and clients.
- Calling beneficiaries and clients.
- Ordering of certificates & records online, in person or over the phone.
- Arranging legalisation and translation of documents, as required.
- Drafting and sending out commission agreements/administration documents including via Adobe Sign, as required.
- Handling client documents and ID.
- Countersigning commission agreements.
- Arranging visits with local representatives (and compiling associated documents).
- Making phone calls/enquiries to a neighbour, coroner, care home, council, as requested.
- Ensuring internal management system is kept up to date.
- Processing family tree requests, as required.
- Drawing up Distribution Schedules.
- Attendance on various training days, as and when required or deemed necessary.
- Advanced level of open communication within the Team, including support staff, with transparency at all times.
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Requirements:
- Previous
experience as a Legal Assistant or Paralegal.
- Some working knowledge or Probate, Genealogy, Wills or Estate administration (Intestacy).
- Excellent communication and interpersonal skills.
- Comfortable with making/taking phone calls, experienced in dealing with complex personal situations.
- Able to deal professionally with beneficiaries who may initially not respond well to being contacted.
- Problem solving skills and the ability to respond to sudden unexpected demands.
- Strong MS Office skills.