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, it serves 37 million individuals across 120 nations.

Our vision at EQ is to become the foremost global share registrar, delivering supplementary services to our clientele. Our core values underpin our success: we are RELIABLE in fulfilling our promises, STRATEGIC in fostering long-term value, COOPERATIVE in our methodologies, and we ENHANCE our skills and services continuously. Now is an excellent time to consider a career with EQ.

Position Overview

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

Key Responsibilities

The selected candidate will undertake the following duties:

  • Overseeing the administration of around 35 deceased estates
  • Managing daily case tasks and inquiries, advancing the cases through all facets of estate management from initial inquiries to the finalization of the estate and reporting to beneficiaries regarding their entitlements
  • Addressing related inheritance, income, and capital gains tax matters
  • Establishing and maintaining relationships with beneficiaries through consistent communication via post, email, and phone
  • Adhering to business objectives, client service standards, processes, and risk management protocols
  • Engaging in administrative and some banking tasks (with support)

Required Skills and Attributes

The ideal candidate will possess the following qualifications, skills, and characteristics:

  • Experience in estate administration
  • A collaborative team player with a quick learning ability
  • Exceptional verbal and written communication skills
  • A positive, enthusiastic demeanor with a supportive attitude towards colleagues
  • Meticulous attention to detail
  • Proficiency in Microsoft Office
  • Highly organized with a consistent track record of high performance
  • STEP or ILEX qualifications (preferred) or a commitment to pursue these qualifications

Benefits Offered

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

Long-Term Incentive Plan (LTIP) - Provides all EQ colleagues the chance to benefit if the current owners successfully sell the company for a profit.

Health and Wellness - Employee Assistance Program: counseling, legal, and wellness support for employees and their families. Life assurance 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, holiday trading, and more.

Leave Entitlement - Typically 28 days of holiday plus bank holidays, along with 2 volunteer days for charitable involvement.

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

Professional Development - Investment in LinkedIn Learning for all employees.

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

All employment offers are contingent upon satisfactory pre-employment screening checks, including activity verification, DBS or Access NI checks, credit, sanctions, and CIFAS checks.

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