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Probate Case Handler

Probate Case Handler

Bell CornwallLeamington Spa, Warwickshire
30+ days ago
Salary
£24,000.00–£26,000.00 yearly
Job type
  • Permanent
Job description

Probate Case Handler

Leamington Spa

24,000 – £26,000 p / a

Bell Cornwall Recruitment are delighted to be working with a rapidly growing finance and legal organisation in the Leamington Spa area. They are looking for a Probate Case Handler to join their busy Probate department.

Duties and Responsibilities of a Probate Case Handler :

  • Ability to manage your own caseload efficiently from initial instruction through to making distributions
  • Liaising with bereaved clients and their advisors, regularly keeping all parties updated whilst moving the cases on expediently and proficiently
  • Monitoring the teams inbox and ensuring all cases are up-to-date and tracked accordingly on the system
  • Arranging for the collation of relevant data to support cases
  • Drafting of legal documents and arranging / allocating payments from estates

The Ideal Candidates :

  • MUST be familiar with all aspects of probate case management, from a previous / current role
  • Excellent customer service and communication skills are a necessity
  • Exemplary IT skills with the ability to learn a new system quickly
  • Proactive nature with excellent attention to detail
  • Happy to travel into the office full time (5 days a week)

    • This business offers a number of opportunities to learn and develop internally and externally, supporting further education and qualifications.