Business Services Administrator

3 months ago

Cheadle Hulme, United Kingdom TFA Planning Limited ta Trust Family Associates Full time

Our Wills, Trusts and Estates department is growing and we are looking for a dedicated Business Services Administrator to join our busy Lifetime Planning team, based in our Cheadle Hulme office. The team work with private clients to ensure all their wills, probate and estate-related matters run smoothly, providing efficient administration support across all areas of the business.

**Requirement**:

- Previous administration experience beneficial but not essential
- Possible Interest in a legal services career.

**Benefits**:

- Free Parking
- Private Medical Insurance (after qualifying period)
- The confidence and the ability to react to change whilst working within a time-sensitive environment.
- Able to work on IT systems and equipment.
- The ability to be an enthusiastic team player, with good people skills.
- Good organisational, time management and IT skills.
- The ability to multi-task under pressure.
- Able to work individually and within a collective team environment.
- A keen eye for detail.
- Self confidence to raise awareness of business improvement opportunities.
- A wanting to learn from the grassroots of an organisation and keen to progress.

**Key Duties and Responsibilities**:

- All administration duties such as dealing with incoming and outgoing post, photocopying, filing, scanning, and archiving of legal/case documents (not exhaustive)
- Daily record keeping with electronic and hard copy filing of documents.
- Data entry and managing spreadsheets.
- Ensure documents are accurately prepared, filed, and maintained in compliance with applicable regulations and internal policies.
- Ensure the relevant equipment required to undertake tasks is in working order and maintained to facilitate the necessary outputs.
- Checking of legal documents as directed, to ensure accuracy.
- Updating the case management system with all appropriate documents and notes
- Ensuring our service standards are delivered consistently and proactively to every client, every time.
- Undertake specific ad-hoc work as directed by the line management from time to time.
- Effective communication with the line manager and with other colleagues as required to ensure processing is efficient, accurate and timely.
- Maintain client confidentiality and act in accordance with applicable rules and regulations.
- Adhere to professional standards and ethical guidelines set forth by legal authorities.

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

**Salary**: £23,000.00 per year

**Benefits**:

- Company pension
- Discounted or free food
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday

Work Location: In person

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