Team Assistant within Estate Research requited to work for a fast growing company in Wigan, Greater Manchester. Established in 2001, our client works with both private clients and the public sector to locate missing Next of Kin and beneficiaries to an estate. They are now one of the country’s largest genealogists/heir hunter firms and due to substantial organic growth, are looking to recruit a Team Assistant.
Day to day tasks:
* Taking & forwarding calls (or taking messages).
* Creating and updating cases on the company case management system.
* Ordering certificates from GRO or local register.
* Completing divorces, probate and certainty will searches (including making payments & tracking).
* Updating Solicitors/Councils on case progression.
* Producing correspondence for the Case Managers:
* Certification mapping as & when requested.
* Ordering certificates as & when requested.
* Produce digital trees, mailing list, & family history report.
* Send approach letters & agreement as & when requested.
* Creating digital reports to be sent to clients, using FlipSnack software.
* Data cleanse all systems to ensure an accurate database is up to date at all times for Marketing purposes.
* To undertake any ad hoc duties for the MD, Heads of Department, or the Marketing team.
* Research and retrieve data from a number of external sources, using findings to input and cleanse data using Salesf...