Probate Administrator | LR

Want to work with us?

Probate Administrator

We are looking for a well-organised, patient and self-motivated person to join our Estate Planning team to carry out the roles and responsibilities of administrating the estates of our deceased clients. This role will have you working closely with our Advisers and clients as well as with third parties. Candidates for this position need to have excellent time-keeping skills and be able to handle more than one case at a time.

Responsibilities

  • Keeping clients and Advisers up to date with cases

  • Contacting third parties

  • Keeping the case management system up to date

  • Drafting various documents

  • File management of different cases that will be assigned to you

  • Telephoning and contacting third parties

  • Instructing experts.

Skills

  • Use of case management systems

  • Drafting various documents

  • File management

  • Telephony

  • Instructing experts

  • Liaising with clients and other professionals

  • Participating in business development initiatives

Requirements

  • Good time management

  • Work well under pressure

  • Telephone skills

  • File management

  • Maths & English to GCSE Grade C/5 or equivalent

  • Excellent attention to detail and ability to spot errors

  • Effective communication and interpersonal skills.

Contact us today for expert advice

Get in touch with LR Connections today to receive independent financial advice, accountancy and estate planning services.