Administrator for The Probate Team

7 months ago


Leamington Spa, United Kingdom Countrywide Tax and Trust Corporation Full time

If you want to work for a company that’s not afraid to stand out from the crowd, then being a part of the Countrywide Group is for you.

A career with Countrywide Tax & Trust Corporation Ltd provides you with the opportunity to develop your existing skills and learn new ones. As a company we are ever evolving which means more career opportunities for our employee's.

Countrywide has been established 17 years and we offer advice in all aspects of Estate Planning and Asset Protection.

**Summary of Key Responsibilities and Role**

Within this role you will work with a growing and busy team of administrators responsible for all probate matters.

You will work closely with members of your own team and various other departments.

You will make effective use of case management systems and ensure efficient use of time and resources.

**Principal Responsibilities**
- Allocating post from internal system to case handler / team member
- Drafting Terms & Conditions and associated initial documentation
- Updating internal systems.
- Dealing with third parties such as banks and financial institutions to obtain date of death valuations via correspondence/telephone calls as required.
- Liaising with lay executors (such as family members) and other professional partners where applicable (in the main this could be solicitors and accountants).
- Allocating client monies.
- Maintaining probate estate accounts.
- General support to probate case handler.

**Key Knowledge & Required Skills**
- Excellent Admin and organisational skills.
- Excellent IT skills.
- Comfortable with using computerised systems.
- Excellent attention to detail.
- You will need to be conscientious.
- Ability to prioritise
- Competent with diary management.
- Good inter-personal skills and understanding manner.
- Positive “can-do” mature attitude.

**Job Types**: Full-time, Permanent

**Salary**: From £20,500.00 per year

**Benefits**:

- Free parking
- On-site parking

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: Prob AD CTT



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