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Office Assistant
3 months ago
Office Assistant / Estate Coordinator
£21,000 + Super Benefits
Opportunity for career development
Central Bristol / After Training - Hybrid available: 4 days office / 1 day home
The Company
Our client is a well-established probate and estate administration company whose aim is to ensure they offer a seamless and straightforward service for customers and families in their time of need.
The Job:
As an Estate Coordinator you will work as part of a team to process operational tasks in a timely manner.
You will work alongside the Personal Estate Managers and the wider business to make the estate administration as smooth and easy as possible for the families going through bereavement.
KEY RESPONSIBILITIES:
- Dealing with incoming and outgoing calls from clients, beneficiaries and third parties.
- Processing incoming funds, reconciling estate assets and updating financial records.
- Drafting and reviewing correspondence.
- Complete new file setups, including detailed reviews of all required legal documents for each estate.
- Complete estate file reviews checks including the encashment or transfer of estate assets once Grant
- Preparation of distributions of an estate and complete file closures.
- Conduct insolvency checks, Will searches and antimoney laundering checks as well as instructing on
- Chasing third parties for outstanding information relating to existing estates.
- Paying debts and expenses on estates.
- Attend file review sessions and assist with implementing next steps.
- Proactively engage with personal development plans and work collaboratively towards team targets.
- Provide support to other members of the team as and when required
The Person / Essential experience;
Experience of working within an office environment or a retail / customer service environment also considered. You will have strong customer service skills, empathy and understanding and ideally some administration experience.
The Hours:
Monday to Friday 37.5 hour working week
Staff Benefits:25 days Holiday Entitlement (Increasing annually to 30), Buy or Sell up to 5 days holiday per year, Health Cash Plan - Cash back for Dental, optical and other treatments, PERKS - Employee discounts across a range of high street products, Income protection insurance, Life assurance policy, Company pension (Matched contribution up to 5%), 12 weeks Enhanced Parental leave policy, Cycle to work scheme, Employee Assistance Programme, Free Office Fruit, Premium "Bean to Cup" coffee machine.
Job Types:
Full-time, Permanent
Salary:
£21,000.00 per year
Schedule:
- Monday to Friday
Work Location:
One location
