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Trusts & Estates Assistant (Permanent)

4 months ago

Northampton Northamptonshire, United Kingdom Ideal Personnel & Recruitment Solutions Limited Full time

Our client has a full time vacancy for Assistant/Administrator in their Trusts & Estates Team. This is an excellent opportunity to join a busy, well-established Private Client team. The primary duties of this role include but are not limited to –

  • Taking all new business enquiries, recording these & completing the necessary administration to open files
  • Process instructions relating to Estate Administration work in accordance with established procedures of both good practice and the firm’s quality system, along with exposure to Trust Administration matters.
  • Dealing with all will & deed enquiries
  • Supporting the work generated by the Will Writers and ensuring accuracy of instructions received.
  • Involvement in Residential care, Elderly and Vulnerable clients and IHT documentation.
  • Assisting with the general administration of the department
  • Assist in marketing activities and maintain appropriate professional relationships with referrers etc.
Requirements Essential skills for this role include being able to work on your own initiative and assisting other members of the team. Attention to detail and excellent time management, a methodical approach to work, a professional, empathetic and attentive telephone manner along with first-rate communication skills, both written and verbal are all imperative to this role as client contact will be considerable, especially via the telephone. This is a great role for the right candidate with excellent training and development opportunities within the firm. The firm has a good track record with retaining staff for lengthy service and promoting staff from within. Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so