Wills and Probate Executive - Sheffield, United Kingdom - CRA Consulting

CRA Consulting
CRA Consulting
Verified Company
Sheffield, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Wills and Probate Executive:


  • Location
  • Sheffield
  • Discipline:
  • Legal
  • Job type:
  • Permanent
  • Salary:


  • ££ £30000 per annum

  • Contact name:


  • Robert Addy

  • Job ref:
  • BBBH12342_ Published:
  • about 1 hour agoWills and Probate executive
  • Sheffield
  • up to £26,000

The successful fee earner will be responsible for:
Taking initial contact with the client
Dealing with the day to day administration of the team
Liaising with all key stakeholders throughout the process as required
Drafting relevant Trusts documents
Maintaining up to fate records on the company's database
Assisting other team members with administration support of tax returns, payments and deduction certificates


Experience:

Knowledge of Trusts and administration experience of relevant complex Trust caseloads
Use of a case management systems such as Pro Claim and any will writing software
Strong organisational and communication skills
Previous private client or trusts paralegal experience.
Able to prioritize work to meet deadlines
Knowledge of income and inheritance tax
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