Senior Estate Administration Officer

3 weeks ago

Exeter, Devon, United Kingdom Equiniti Full time

Company Overview

Equiniti stands as a prominent global provider of shareholder, pension, remediation, and credit technology solutions. With a workforce exceeding 6000, we serve 37 million individuals across 120 nations.

Our mission is to become the foremost global share registrar, delivering complementary services to our clientele. Our core values are the bedrock of our achievements: we are RELIABLE in fulfilling our promises, STRATEGIC in fostering long-term value, COOPERATIVE in our interactions, and we ENHANCE our capabilities through continuous improvement. Now is an excellent time to consider a career with Equiniti.

Position Overview

The Probate Case Officer serves as a key point of contact within an estate, responsible for managing approximately 35 deceased cases in accordance with the Will or Intestacy laws. This role involves cultivating relationships with beneficiaries under the guidance of an Estates Manager.

Key Responsibilities

The ideal candidate will undertake the following duties:

  • Manage the administration of around 35 deceased estates
  • Address daily case tasks and inquiries, progressing through all facets of estate management from initial queries to the finalization of the estate and ensuring beneficiaries receive their entitlements
  • Handle associated inheritance, income, and capital gains tax matters
  • Establish and maintain communication with beneficiaries through regular correspondence via post, email, and phone
  • Adhere to business objectives, client service standards, processes, and risk management protocols
  • Assist with administrative and banking processes (with support)

Required Skills and Qualifications

The successful applicant will exhibit the following qualifications and attributes:

  • Experience in estate administration
  • A collaborative team player with a quick learning ability
  • Exceptional verbal and written communication skills
  • A positive and supportive demeanor
  • Meticulous attention to detail
  • Proficiency in Microsoft Office
  • Highly organized with a consistent track record of high performance
  • STEP or ILEX qualifications are advantageous, or a willingness to pursue these credentials

Benefits Offered

Retirement Savings - Equiniti Pension Plan; matching contributions up to 10%.

Long-Term Incentive Plan (LTIP) - All employees have the opportunity to benefit from potential company sales.

Health and Wellness - Employee Assistance Program providing counseling, legal, and wellness support for employees and their families. Life insurance coverage at 4x salary with options for enhanced coverage.

Employee Discounts - Access to discounts and cashback at popular retail stores through our EQ Wins Platform.

Flexible Benefits - Options to purchase a variety of benefits through our flexible plan, including gadgets, travel insurance, will writing, and holiday trading.

Leave Entitlement - Typically 28 days of annual leave plus bank holidays, along with 2 volunteer days for charitable activities.

Recognition Program - Equiniti ICON award vouchers to acknowledge individuals who excel in contributing to business success.

Professional Development - Investment in LinkedIn Learning for all employees.

We are dedicated to promoting equality of opportunity for all staff and encourage applications from individuals regardless of age, disability, gender, sexual orientation, race, religion, or marital status.

Note: Any employment offer is contingent upon successful completion of pre-employment screening checks, including verification of activity over the past five years, DBS or Access NI checks, and credit assessments.

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