Our client is a respected business known for delivering exceptional service and compassionate support during some of life’s most significant moments. They are seeking a full time, dedicated Trusts, Wills, and Probates Administrator to join their growing team and help ensure clients receive tailored solutions during key life events.
What’s on Offer?
Salary: Circa £25,000 per annum
Full Time
Benefits: Competitive salary and benefits package, along with opportunities for professional development and training
Key Responsibilities:
Wills and Trusts Administration:
Assist in the preparation, drafting, and finalisation of wills and trust documents
Maintain accurate records of client wishes, ensuring compliance with relevant regulations
Probate Administration:
Coordinate probate applications, including the collation and submission of necessary documents
Liaise with executors, beneficiaries, and financial institutions to facilitate estate administration
Manage asset collection, payment of liabilities, and distribution of estate funds
Client Liaison:
Act as the first point of contact for client queries, providing clear, empathetic communication
Schedule meetings and provide updates on the progress of cases
Compliance and Record Management:
Maintain accurate client files and ensure compliance with legal and regulatory requirements
Utilise case management systems to track tasks, deadlines, and correspondence
Administrative Support:
Su...