Probate Assistant

Perfect Katch Ltd
14 Sep 2018
15 Oct 2018
Contract Type
Full Time
Our client is seeking a Probate Assistant to join their Private Wealth Team. The role will involve assisting with the completion of all of the necessary paperwork in order to distribute the estate of the deceased to the beneficiaries; in accordance with their last will and testament. This role requires someone who has experience of working in probate.

Principle Responsibilities:

* Assist with preparing probate documentation to clients from instruction to completion

* Providing support with drafting documents

* Actioning correspondence to ensure deadlines are met

* Taking responsibility for standard procedures

* Liaising with clients by correspondence and over the phone

* Attending client and internal meetings

* Providing administrative support on all probate files

* Preparing Estate accounts and Inland Revenue Accounts

* Lodging deeds and documents

* Any other duties as required within the scope of the role.

Skills required:

* Previous experience in probate

* Excellent organisational skills

* Strong verbal and written communication skills

* An eye for detail – able to produce accurate work

* Motivated and enthusiastic

* Good IT Skills are important

* Professionally presented

This is an excellent opportunity for a good Probate Assistant to join a company that offers good employee benefits and opportunities for self-improvement. Office hours are Monday to Friday 9.00 – 5.30pm.

This role would suit candidates living in Leamington Spa, Warwick, Kenilworth, Stratford upon Avon or Coventry

If you are already registered with Perfect Katch Ltd, then please contact us to discuss suitability for this position.
Perfect Katch Ltd only operates in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

Perfect Katch Ltd acts as an employment agency for permanent recruitment as defined by the Conduct of Employment Agencies and Employment Business Regulations 2003

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