Probate Casework Specialist
5 days ago
This Estate Planning Team is seeking a skilled Probate Case Manager to join their expanding team.
- The ideal candidate will have at least 2 years of probate casework experience, with expertise in managing a case load of 60+.
- The successful applicant will be responsible for taking over existing cases, providing continuity, and ensuring accurate record-keeping within the accounting software.
Responsibilities include:
- Accurately recording all time spent on cases within our accounting system, reporting any 'write offs' accurately.
- Keeping clients informed (minimum every 4 weeks) of progression on matters.
- Uploading correspondence to case management systems as required.
- Writing to all asset and liability organisations in a timely manner.
- Loading communication to case management systems.
- Ensuring all case management systems are updated for audit purposes.
- Adhering to the Billing Policy and raising invoices for matters in a timely fashion.
- Maintaining accounting software in preparation for audits.
- Taking calls in bound for the probate department and acting accordingly.
- Conducting research on cases and legal information.
- Verifying documents comply with Legal standards.
- Managing a caseload autonomously with minimal supervision.
- Opening and running checks on files, supporting clients through transactions and dealing with post-completion matters.
- Communicating efficiently with external agencies.
- Following up outdated invoices for client balances.
- Preparing and modifying documents as advised by your manager.
Salary: £25k-£30k DOE (dependent on experience). The role offers remote working and a start date of March 2025.
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