Case Handler - Probate

An exciting opportunity has arisen for a Case Handler to join a top 150 law firm to motivate and co-ordinate Probate transactions to obtaining Grant of Probate. The office is based in Stratford upon Avon.

Salary indications are £18,000 - £25,000 plus a discretionary bonus scheme of up to £2,000 per annum.

The main purpose of the role is as follows:-

- Motivating & Co-ordinating Probate Transactions to obtaining Grant of Probate
- Chasing all parties for Information& Progress.
- Assisting the Team
- Responding to correspondence.
- Dealing phone calls from clients and other third parties.
- Assisting the Team Manager with day to day running of a volume probate caseload.

Key Activities

- You will liaise with clients, and other third parties to ensure all files can be progressed asap.
- You will prioritise your daily task list
- You will accurately enter data on the case management system.
- You will respond to correspondence on the files using the Case Management System.
- Dealing with phone calls from clients and other third parties.
- Advising clients on the procedure for obtaining Probate
- Extracting the necessary information from clients that is required for completing the Probate application
- Preparing Probate application oaths for intestacy and Wills
- Preparing Inland Revenue forms IHT205 and IHT217
- Preparing deeds of renunciation, powers of attorney and affidavits in support of Probate applications

Knowledge and Qualifications

Essential:-

- Able to work under pressure and to strict deadlines / timescales.
- You will need to work well in a team environment and on your own initiative.
- Have excellent communications skills and telephone manner.
- IT Literate
- High customer focus.
- Able to liaise / deal with clients
- Excellent numeracy.

Experience

Essential:-

- Minimum 1 year Probate experience

Normal weekly hours are from 9.00am to 5.30pm Monday to Friday.

This position is commutable from Evesham, Leamington Spa, Alcester, Barford, Redditch and Wilmcote.

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