MINIMUM 2 YEARS EXPERIENCE
Role and Responsibilities:
- Accurately record all time within the accounting software and keeping Clients informed of progression on matters.
- Uploading correspondence and communications to case management systems and keeping them updated for audit purposes.
- Writing out to all assets and liability organisations in a timely and efficient manner.
- Taking inbound calls for the probate department and actioning as appropriate.
- Researching cases and legal information.
- Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters.
- Raising all invoices for your matters in a timely and efficient manner.
- Completing all IHT forms efficiently and accurately.
- Maintaining accounting software in preparation for audit.
- Checking that data protection laws are being adhered to and all documents comply with Legal standards.
- Communicating efficiently with outside agencies.
- Preparing and modifying documents including correspondence as advised by your manager.
About you
A minimum of 2 years probate experience is essential along with advanced IT skills particularly with MS Office and good command of the English language along with:
- Positive attitude towards change
- Organisation skills and the ability to multi-task, prioritising and managing processes is essential
- Competent written and spoken communication skills
- Integrity
- Accuracy and attention to detail
- Knowledge of companywide operational procedures
- Strong sense of responsibility and ability to complete tasks with minimal supervision
Job Types: Full-time, Permanent
Pay: £25,000.00-£40,000.00 per year
Additional pay:
Benefits:
- Casual dress
- Company pension
- Work from home
Schedule:
Experience:
- probate casework: 2 years (required)
Work Location: Remote