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Probate administrator

Petts Wood
Permanent
Southeast Legacies
Posted: 5 September
Offer description

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 will include: * 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. The ideal candidate will display the following qualities: Efficient and well organised Strong attention to detail Professional and friendly manner Able to work independently and show initiative is key Understanding of systems and business processes ...

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