See more Collapse

Private Client Probate Case Manager

1 month ago

Braintree, United Kingdom IWC Probate & Will Services Full time

A Probate Case Manager is responsible for managing the administrative aspects of probate cases, ensuring that all legal and procedural requirements are met. This role involves working closely with executors, beneficiaries and clients to facilitate the smooth processing of estate after someone has passed away.


Key Responsibilities

Case Management:

·        Manage and oversee the Administration of probate cases from start to finish.

·        Maintain detailed records of all case activities, ensuring compliance with legal and procedural requirements.

 

Client Interaction:

·        Serve as the primary point of contact for clients, providing updates and answering questions regarding their probate case.

·        Conduct initial consultations to gather necessary information and explain the process to clients, as well as quoting for any additional work outside of the normal estate administration.

 

Documentation and Filing:

·        Prepare, review, and file all necessary legal documents related to probate cases, including inventories and final estate accounts.

·        Ensure that all documents are accurately complete and submitted in a timely manner.

 

Communication and Coordination:

·        Communicate effectively with executors, financial institutions and other relevant parties to gather information and coordinate the probate process.

·        Ensure that all parties involved are informed of the case status and any required actions.

 

Estate Administration:

·        Assist in the identification, valuation, and distribution of estate assets.

·        Ensure that all debts, taxes, and other obligations are properly managed and settled.

·        Prepare and process invoices, payments requests and receipts through the case management system.

 

Research and Compliance:

·        Stay informed about changes in probate law and court procedures to ensure compliance with current legal standards.

·        Conduct legal research as needed to support case management and resolve complex issues.

 

Data Management:

·        Input and update case details in the case management system (Focus).

·        Monitor and track case progress, using the Probate Workflow google sheet ensuring deadlines are met.

 

Qualifications and Skills:

Educational Background:

·        Degree or equivalent; additional qualifications in law, administration, or a STEP / CILEX qualification is particularly advantageous.

 

Experience:

·        Previous 2-3 years estate administration experience in both taxable and non-taxable estates and simple trust-based estates. 

 

Technical Skills:

·        Proficient in Microsoft Office Suite (Word, Excel, Outlook).

·        Familiarity with case management software and financial accounting systems.

·        Strong organisational and time management skills.

·        Excellent communication and interpersonal abilities.

·        Attention to detail and accuracy in document preparation and case management.

·        Ability to handle sensitive and confidential information with discretion.

 

Key Competencies:

·        Analytical Thinking: Ability to analyse complex legal and financial information.

·        Problem-Solving: Proactive approach to identifying issues and implementing effective solutions.

·        Client Service Orientation: Strong focus on providing excellent service to clients and maintaining positive relationships.

·        Team Collaboration: Ability to work effectively as part of a team and coordinate with various organisations.

 

Working Conditions:

·        The position is typically office-based, however hybrid working of at least 3 days a week would be considered for the right candidate.

·        May require extended hours during busy periods or to meet case deadlines.

 

Summary:

The Probate Case Manager plays a crucial role in managing the probate process, ensuring that all legal and administrative requirements are met efficiently and accurately. This position requires a combination of legal knowledge, organizational skills, and the ability to communicate effectively with clients and other professionals involved in the probate process.

We have other current jobs related to this field that you can find below

  • Private Client Solicitor

    1 month ago

    Braintree, United Kingdom Clear IT Recruitment Full time

    Due to ongoing expansion, my client is currently looking to recruit a Private Client Solicitor for their expanding Braintree, Essex office. This full-time role will be varied and challenging, where you will work on your own caseload of quality private client matters. The successful candidate will be expected to deal with all aspects of the matter from...

  • Private Client Solicitor

    1 month ago

    Braintree, United Kingdom Clear IT Recruitment Full time

    Due to ongoing expansion, my client is currently looking to recruit a Private Client Solicitor for their expanding Braintree, Essex office.This full-time role will be varied and challenging, where you will work on your own caseload of quality private client matters. The successful candidate will be expected to deal with all aspects of the matter from...

  • Private Client Solicitor

    2 weeks ago

    Braintree, Essex, United Kingdom Clear IT Recruitment Full time

    Due to ongoing expansion, my client is currently looking to recruit a Private Client Solicitor for their expanding Braintree, Essex office. This full-time role will be varied and challenging, where you will work on your own caseload of quality private client matters. The successful candidate will be expected to deal with all aspects of the matter from...

  • Team Administration Assistant-private Client

    2 months ago

    Braintree, United Kingdom Holmes and Hills LLP Full time

    **The Role**: **THE ROLE** Day to day: - Assisting the Private Client Fee Earners with a variety of administrative support tasks. - Once full training has been given, this role will be responsible for all adhoc dictation that falls outside of standard workflows - Drafting, originating, compiling, and chasing essential case documentation - Ensuring that...

  • Client Adviser

    2 months ago

    Braintree, United Kingdom Migrant Help Full time

    Job Title: Client AdviserLocation: Wethersfield, Braintree, EssexSalary: £28,639 per annum, increasing to £32,612 per annum following successful completion of a 6 months' probation periodJob Type: Full time, PermanentClosing Date: 13 July 2024We are currently looking for Client Advisers to join our vibrant and committed Migrant Help team, on a permanent...

  • Private Client Tax Lawyer

    2 weeks ago

    Braintree, Essex, United Kingdom Sellick Partnership Limited Full time €38,000 - €45,000

    An exciting opportunity awaits a NQ Private Client Solicitor to join a top-tier, chambers ranked legal team. Title : NQ Private Client Solicitor Contract : Full Time, Permanent Key Responsibilities of the NQ Private Client Solicitor Delegating as appropriate to the paralegals and Legal Assistants. Providing legal and technical input as...

  • Private Client Tax Lawyer

    2 weeks ago

    Braintree, Essex, United Kingdom Sellick Partnership Limited Full time €38,000 - €45,000

    An exciting opportunity awaits a NQ Private Client Solicitor to join a top-tier, chambers ranked legal team. Title : NQ Private Client Solicitor Contract : Full Time, Permanent Key Responsibilities of the NQ Private Client Solicitor Delegating as appropriate to the paralegals and Legal Assistants. Providing legal and technical input as...

  • Client Adviser

    1 month ago

    Braintree, United Kingdom Migrant Help Full time

    Job Title: Client Adviser Location: Wethersfield, Braintree, Essex Salary: £28,639 per annum, increasing to £32,612 per annum following successful completion of a 6 months' probation period Job Type: Full time, Permanent Closing Date: 13 July 2024 We are currently looking for Client Advisers to join our vibrant and committed Migrant Help team, on a...

  • Client Adviser

    2 months ago

    Braintree, United Kingdom BluetownOnline Ltd Full time

    Job Title: Client AdviserLocation: Wethersfield, Braintree, Essex Salary: £28,639 per annum, increasing to £32,612 per annum following successful completion of a 6 months' probation periodJob Type: Full time, PermanentClosing Date: 13 July 2024We are currently looking for Client Advisers to join our vibrant and committed Migrant Help team, on a permanent...

  • Private Client Lawyer | Hybrid working

    2 weeks ago

    Braintree, Essex, United Kingdom Clear IT Recruitment Full time

    Due to ongoing expansion, my client is currently looking to recruit a Private Client Solicitor for their expanding Braintree, Essex office. This full-time role will be varied and challenging, where you will work on your own caseload of quality private client matters. They offer a competitive salary and a supportive, progressive working environment working...

  • Genealogist Administrative Assistant

    2 months ago

    Braintree, United Kingdom IWC Estate Planning & Management Ltd. Full time

    We are currently looking for an Administrative Assistant to join our Genealogy department based in Braintree. The role is to undertake routine administration tasks and to provide support to key members of staff as well as to assist with the company's business operations to ensure the smooth running of the Company. Main duties: - General administration...

  • Adminstrative Assistant

    2 months ago

    Braintree, United Kingdom IWC Estate Planning & Management Ltd. Full time

    The role of Administrative Assistant is to undertake routine administration tasks and to provide support to key members of staff as well as to assist with the company's business operations to ensure the smooth running of the Company. Main duties: - General administration duties to include drafting and amending letters, contracts and family tree reports,...

  • Our clients are searching djs for the service dj for private party in Braintree

    3 weeks ago

    Braintree, United Kingdom Ernesto Full time

    Are you an experienced professional in dj for private party? Do you need to find new customers in Braintree and grow your business? Then Ernestopro.com is the opportunity you were looking for! Ernestopro.com does not offer job positions, but it is the most convenient and powerful marketing tool on the market to find a large customer base for your business in...

  • Caseworker

    2 months ago

    Braintree, United Kingdom NOBLE SOLICITORS Full time

    We are looking for a Caseworker to join our CRIME team working from our Braintree, Essex office. The role will be a mix of Casework and some administration assistance as well working with fee earning staff. The role is a hybrid model of office and some home working aloud. **Job Summary**: - Interviewing and advising clients under the supervision of a...

  • Client Adviser Braintree 2024

    1 month ago

    Braintree, United Kingdom Migrant Help Full time

    We are currently looking for Client Advisers to join our vibrant and committed Migrant Help team, on a permanent contract. The successful candidate will be empathetic and resilient, have proven experience of providing advice and support to emotionally sensitive people and be passionate about protecting our vulnerable clients. The scope of this role is...

  • Client Adviser Braintree 2024

    1 month ago

    Braintree, Essex, United Kingdom Migrant Help Full time

    We are currently looking for Client Advisers to join our vibrant and committed Migrant Help team, on a permanent contract.The successful candidate will be empathetic and resilient, have proven experience of providing advice and support to emotionally sensitive people and be passionate about protecting our vulnerable clients.The scope of this role is to work...

  • Generalist HR Advisor

    1 month ago

    Braintree, United Kingdom Swann Engineering Group Limited Full time

    **Job Title**:HR Advisor **Reports to**:Finance Director **Main Location**:Braintree **The Main Purpose of the Job**: Experienced Generalist HR Advisor to support HR development and administration across an organisation of circa 120 colleagues. Essential - the role requires someone with hands on knowledge of UK employment law to support operational...

  • Site Manager

    4 weeks ago

    Braintree, United Kingdom New Appointments Group Full time

    We are looking for an Operations Site Manager to join our client, an independent organisation who provide accommodation services to numerous organisations across the UK and continues to develop its business in both central and local government as well as the charitable section. This role will be working at their Wethersfield site with those in initial...

  • Site Manager

    4 weeks ago

    Braintree, United Kingdom New Appointments Group Full time

    We are looking for an Operations Site Manager to join our client, an independent organisation who provide accommodation services to numerous organisations across the UK and continues to develop its business in both central and local government as well as the charitable section. This role will be working at their Wethersfield site with those in initial...

  • Site Manager

    4 weeks ago

    Braintree, United Kingdom New Appointments Group Full time

    We are looking for an Operations Site Manager to join our client, an independent organisation who provide accommodation services to numerous organisations across the UK and continues to develop its business in both central and local government as well as the charitable section. This role will be working at their Wethersfield site with those in initial...