Probate Assistant
- Recruiter
- First Recruitment Services Limited
- Location
- Uckfield
- Salary
- 25000.00 GBP Annual
- Posted
- 08 Aug 2018
- Closes
- 22 Aug 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Our established and highly reputable client is seeking to recruit a Probate Assistant to join their team in Uckfield.
The Role
To provide the Probate Manager with assistance in managing all aspects of probate files and in administering estates through a newly developed bespoke probate case management system.
Duties
Preparation of all probate documentation to be generated through the probate case management system under the supervision of the Probate Manager. Such documentation will include:
Initial correspondence to clients
Letters to beneficiaries and executors and any other third parties
Managing responses from third parties
Sending out correspondence to the probate registry
Dealing with tax returns
Account reconciliation
Preparation of estate accounts
Payments to residuary beneficiaries
To ensure the case management system is continually updated with client information to enable accurate probate documentation to generate through the system
To set up new files and close completed files accurately and in accordance with the firm's file management procedures
To attend to clients both on the telephone and in person, ensuring enquiries are either dealt with or passed to the Probate Manager without unnecessary delay
To undertake any other duties relating to probate work which from time to time may be allocated
Person Specification
Highly tuned organisational and time management skills
Excellent communication and interpersonal skills with the ability to empathise with clients
Ability to handle confidential information with tact and sensitivity
Meticulous attention to detail and accurate typing ability
Positive and proactive approach to developing probate processes and procedures
Excellent IT skills
Good numerical skills required for understanding the probate system's account package and in order to understand client account reconciliation
Much of the work will be controlled by precedents and standard documents generated through the case management system however the post holder should be proactive and look to continually improve efficiencies.
Knowledge and Experience Required
Some experience working within a probate department and a basic understanding of probate processes and procedures is necessary for the role.
Previous experience of using case management systems is essential
This is an excellent opportunity to join a superb business.
First Recruitment Services are acting as an employment agency for this vacancy.