Probate Case Officer
3 weeks ago
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are **TRUSTED** to deliver on our commitments, **COMMERCIAL** in building long term value, **COLLABORATIVE** in our approach and we **IMPROVE** by continually enhancing our skills and services. **There has never been a better time to join EQ.**
**Role Summary**
The role is that of a Probate Case Officer, a dedicated contact within an Estate, to administer around 35 deceased cases under the terms of the Will or Intestacy, in all aspects, including building relationships with beneficiaries, under the supervisionof an Estates Manager.
**Core Duties/Responsibilities**
- The administration of around 35 deceased cases
- Dealing with associated inheritance, income and capital gains tax
- Complying with business objectives, client service level standards, process and procedures and managing risk
- Administration and some Banking processes (with support)
**Skills, Capabilities and Attributes**
- Estate Administration experience
- A strong team player and quick learner
- Excellent verbal and written communication skills
- Positive, enthusiastic and supportive of others
- Excellent attention to detail
- Microsoft Office skill
- Highly organised and consistent high level performer
- STEP or ILEX qualifications (would be an advantage) or a commitment to undertake these qualifications
**What We Offer**
**Save For Your Future** - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
**All Employee Long Term Incentive Plan (LTIP)** - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
**Health and Wellbeing** - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
**Employee discounts** - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
**Flexible Benefits** - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
**Time Off** - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
**Winning together** - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
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