Administrator for The Probate Team - Leamington Spa, United Kingdom - Countrywide Tax and Trust Corporation

Countrywide Tax and Trust Corporation
Countrywide Tax and Trust Corporation
Verified Company
Leamington Spa, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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

  • Allocating post from internal system to case handler / team member
  • Drafting Terms & Conditions and associated initial documentation
  • Updating internal systems.
  • Dealing with third parties such as banks and financial institutions to obtain date of death valuations via correspondence/telephone calls as required.
  • Liaising with lay executors (such as family members) and other professional partners where applicable (in the main this could be solicitors and accountants).
  • Allocating client monies.
  • Maintaining probate estate accounts.
  • General support to probate case handler.

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.
  • Ability to prioritise
  • Competent with diary management.
  • Good interpersonal skills and understanding manner.
  • Positive "cando" mature attitude.

Company Benefits
25 days annual leave + bank holidays (increasing with tenure)

Bespoke in house training courses

Support for industry relevant qualifications such as STEP and CILEX

Pension scheme after 3 months

High street discounts after 3 months

Company events

On site free parking

Friday dress down day


Job Types:
Full-time, Permanent


Pay:
From £22,500.00 per year


Benefits:


  • Casual dress
  • Company pension
  • Free parking
  • Onsite parking

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:
Prob AD CTT
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