Join to apply for the Probate Administrator role at Southeast Legacies
We are an ambitious, family run legal business looking for support in the form of a Probate Administrator. This is a permanent, full time position and will be based across our offices in Petts Wood and Orpington. The position will report into the Operations Manager.
The role will provide vital support on the Probate department, and act as the administrator for all Probate cases. This ranges from client communication and information gathering, to working with the accounts team on preparing and updating documentation on cases. Previous administration experience is essential and the ability to manage a high volume of cases is vital.
Responsibilities
* Case set up (including on the main CRM system, document drive and physical file). This means scanning documents and organising into correct folders on the system.
* Keeping an accurate record of information gathered from clients and managing what is outstanding.
* Ongoing client communication (with oversight from the Operations Manager and Head of Operations) to move cases forward.
* Assisting in managing the shared probate inbox and dealing with incoming queries from both new and existing clients.
Ideal candidate qualities
* Efficient and well organised
* Strong attention to detail
* Professional and friendly manner
* Able to work independently and show initiative
* Understanding of systems and business processes
* Compassionate and empathetic
* Positive and enthusiastic
Additional responsibilities
The role will on occasion provide secondary support to the general administrators. This will mean acting as cover on these areas during staff holiday/sickness and during busy periods to support overall office function.
Start date
Start date is negotiable but as soon as possible is preferred. References are essential.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Legal
Industries
* Legal Services
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