Probate Executive

Location
Hove, East Sussex
Salary
£23000 - £25000 per annum
Posted
12 Sep 2019
Closes
10 Oct 2019
Ref
Clear/29586969387
Contact
Angela Potter
Sector
Legal
Contract Type
Permanent
Hours
Full Time

Job Title: Probate Executive

Salary: Negotiable

Location: Hove

Our client is looking to recruit a Probate Executive. To provide the probate team leader with assistance in managing all aspects of probate files and in administering estates through a newly developed bespoke probate case management system.

Responsibilities

Key Result Areas:


  • 1. Preparation of all probate documentation to be generated through the ISOKON probate case management system under the supervision of the probate team leader. 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 ISOKON is continually updated with client information to enable accurate probate documentation to generated 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 team leader without unnecessary delay
  • To undertake any other duties relating to probate work which from time to time may be allocated

  • Contact and Communication

    • This role will involve both telephone and direct client contact, in most cases with clients who have recently lost someone close to them and as such a high degree of sensitivity, tact and professionalism is required at all times. The role will also involve a high volume of correspondence with clients, most of which is generated through ISOKON following the initial inputting of the information, therefore accuracy and attention to detail is fundamental to maintain the firm's quality service to clients.

    REQUIREMENTS

    Knowledge and Experience:

    • Basic understanding of probate processes and procedures.
    • 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

    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

    Key Competencies:

    • Planning and Organising
    • Communication and Interpersonal skills
    • Building Relationships and Team-Working
    • Client Care
    • Self-Motivation

    For more information please contact Angela Potter at Clearline Recruitment.

    Apply for Probate Executive

    Already uploaded your CV? Sign in to apply instantly

    Apply

    Upload from your computer

    Or import from cloud storage

    Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB


    4000 characters left

    Marketing Communication

    We'd love to send you information about Jobs and Services from BrightonandHoveJobs.com by email.

    All emails will contain a link in the footer to enable you to unsubscribe at any time.


    When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on BrightonandHoveJobs.com you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.