Senior Case Handler
2 weeks ago
My client provides probate services and are looking to recruit a Senior Case Handler whose role will be to complete the estate administration process for complex and contentious cases.
You will be responsible for the file through the entire process and will need to ensure that every account has been closed, all monies due to and from the estate have been paid and all issues have been dealt with in a professional manner.
Duties include, but are not limited to:
- Chase up all outstanding organisations.
- Close all accounts down.
- Liaise with third parties such as estate agents and conveyancers.
- Prepare update letters to clients to be sent by the Account Manager.
- Put forward any necessary payments so that the liabilities of the estate are settled.
- Ensure the necessary documentary evidence is obtained and available to be sent with the estate accounts.
- Keep files updated and organised.
- Use the online case management system fully to ensure that all information/documentation is uploaded to the case and that you are checking the information put there by others before any action is taken.
- Use initiative to ensure that any issues are resolved, and matters are moved forward.
Full training will be provided but you need to well-organised, friendly, polite, and have vast administration experience. You will have the ability to deal with a variety of clients. You must be self-motivated with excellent computer skills and have polished communication skills. You must be able to work under pressure. Teamwork is also essential to succeeding in this role.
Working hours are Monday- Friday 9am to 5pm and the salary starts from £25,000 DOE and will adjusted once you have passed probation and take the senior role. You will also receive 20 days annual leave plus bank holidays, 20 wellness hours a year, company events and free on site parking.
Purple Panda Recruitment Ltd (Company Number 11505752) Is a UK based Recruitment Agency. We operate an equal opportunities policy of treating all employees, clients and candidates equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, age, marital or civil partnership status or disability. Due to the high volume of CVs received we do not provide individual feedback on applications. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful. For further feedback please contact us directly.
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