Probate Case Manager - £25k-£30k DOE, fully remote working. Start date: March 2025.
Responsibilities:
* Take over an existing caseload to provide continuity and provide a resource for new cases being taken on
* Accurately record all time within our accounting software, reporting any ‘write offs’ accurately.
* Keep Clients informed (minimum every 4 weeks) of progression on matters.
* Upload correspondence to all case management systems as required.
* Write out to all assets and liability organisations in a timely and efficient manner.
* Load all communication to case management systems.
* Keep all case management systems updated for audit purposes.
* Always adhere to the Billing Policy.
* Raise all invoices for your matters in a timely and efficient manner.
* Monitor flags for WIP credit limit.
* Report all breaches of the credit limit to management.
* Complete all IHT forms efficiently and accurately.
* Check that data protection laws are being adhered to in relation to storage of data.
* Report any Data breaches to management (see GDPR Policy).
* Maintain accounting software in preparation for audit.
* Take calls in bound for the probate department and action as appropriate.
* Researching cases and legal information.
* Ensure all documents comply with Legal standards.
* Confidence and ability to manage a caseload autonomously with minimal supervision.
* Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters.
* Communicate efficiently with outside agencies.
* Follow up outdated invoices for client balance.
* Prepare and modify documents including correspondence as advised by your manager.
* To ensure that all duties are carried out in line with all Company Policies & Procedures.
* To ensure your conduct of personal behaviour (both internally and externally) is such that the Company’s reputation is protected and enhanced.
Required experience:
* Minimum of 2 years probate experience is essential
* Experience of managing a case load of 60+
My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 2 years of probate casework experience.
If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.