Probate Case Manager - £25k-£30k DOE, fully remote working. Start date: March 2025.
Responsibilities:
1. Take over an existing caseload to provide continuity and provide a resource for new cases being taken on.
2. Accurately record all time within our accounting software, reporting any 'write offs' accurately.
3. Keep Clients informed (minimum every 4 weeks) of progression on matters.
4. Upload correspondence to all case management systems as required.
5. Write out to all assets and liability organisations in a timely and efficient manner.
6. Load all communication to case management systems.
7. Keep all case management systems updated for audit purposes.
8. Always adhere to the Billing Policy.
9. Raise all invoices for your matters in a timely and efficient manner.
10. Monitor flags for WIP credit limit.
11. Report all breaches of the credit limit to management.
12. Complete all IHT forms efficiently and accurately.
13. Check that data protection laws are being adhered to in relation to storage of data.
14. Report any Data breaches to management (see GDPR Policy).
15. Maintain accounting software in preparation for audit.
16. Take calls in bound for the probate department and action as appropriate.
17. Researching cases and legal information.
18. Ensure all documents comply with Legal standards.
19. Confidence and ability to manage a caseload autonomously with minimal supervision.
20. Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters.
21. Communicate efficiently with outside agencies.
22. Follow up outdated invoices for client balance.
23. Prepare and modify documents including correspondence as advised by your manager.
24. To ensure that all duties are carried out in line with all Company Policies & Procedures.
25. To ensure your conduct of personal behaviour (both internally and externally) is such that the Company's reputation is protected and enhanced.
Required experience:
1. Minimum of 2 years probate experience is essential.
2. 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.
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