Probate Executive

**Probate Executive**

**£27k - £35k depending on experience**

**Hove or Uckfield with hybrid working**

Our client is a full-service law firm operating from 5 offices, retaining a strong regional presence across Sussex, Kent, Surrey and London. They have over 100 employees including 17 partners with significant growth over the last decade.

An exciting opportunity has arisen for a probate executive to assist the Probate Manager in managing all aspects of probate files and in administering estates through a case management system.

**The Role**

Previous experience of using a case management system is essential.

**Responsibilities**:

- Preparation of all probate documentation to be generated through the ISOKON case management system under the supervision of the Probate Manager. Such documentation will include:

- Initial correspondence to clients;
- Letters to beneficiaries and executors and any other third parties;
- Managing responses from third parties;
- Sending out correspondence to the probate registry;
- Dealing with tax returns;
- Account reconciliation;
- Preparation of estate accounts;
- and Payments to residuary beneficiaries.
- To ensure ISOKON is continually updated with client information to enable accurate probate documentation to generate through the system
- To set up new files and close completed files accurately and in accordance with the firm’s file management procedures.
- To attend to clients both on the telephone and in person, ensuring enquiries are either dealt with (or passed to the Probate Manager for consideration so a reply can be prepared) without unnecessary delay
- To undertake any other duties relating to probate work which from time to time may be allocated.

**Who are you?**
- Proven experience of being responsible for probate files from start to finish
- Previous experience of using a case management system
- Highly tuned organisational and time management skills
- Excellent communication and interpersonal skills with the ability to empathise with clients
- Ability to handle confidential information with tact and sensitivity
- Meticulous attention to detail and accurate typing ability
- Positive and proactive approach to developing probate processes and procedures
- Excellent IT skills
- Good numerical skills required for understanding the case managements system’s account package and in order to understand client account reconciliation.

**The firm are offering a great salary plus a solid benefits package**
- 25 days holiday + bank holidays (+ 3 discretionary days over Christmas)
- Contributory Pension Scheme
- Private health - fee earners only
- Voucher Scheme
- Childcare vouchers
- Individual bonus scheme
- Training & Development

If you would like to learn more about this opportunity, contact Alison Banks or call for a confidential discussion.

LR Legal is a specialist legal recruitment agency with a reputation based on trust and integrity. We will always ask your permission before sending your CV to any of our clients.

LR Legal Recruitment is operating as an Employment Agency in respect of this vacancy.