Probate Case Officer - Birmingham, United Kingdom - Equiniti

Equiniti

Verified Company

Birmingham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Management Level

G

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.

We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services.

There has never been a better time to join EQ.

Role Summary

The role is that of a Probate Case Officer, a dedicated contact within an Estate, to administer around 35 deceased cases under the terms of the Will or Intestacy, in all aspects, including building relationships with beneficiaries, under the supervision of an Estates Manager.

Core Duties/Responsibilities

The administration of around 35 deceased cases
Dealing with associated inheritance, income and capital gains tax
Complying with business objectives, client service level standards, process and procedures and managing risk
Administration and some Banking processes (with support)

Skills, Capabilities and Attributes

Estate Administration experience
A strong team player and quick learner
Excellent verbal and written communication skills
Positive, enthusiastic and supportive of others
Excellent attention to detail
Microsoft Office skill
Highly organised and consistent high level performer
STEP or ILEX qualifications (would be an advantage) or a commitment to undertake these qualifications

What We Offer (UK ONLY)

Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.