Estate Administration Manager

1 week ago


Leicester, Leicester, United Kingdom Atlas Recruitment Group Ltd Full time
About the Role

A highly skilled Probate Case Manager is required to join this expanding Estate Planning Team. The successful candidate will be responsible for managing a caseload of 60+, with a focus on delivering excellent customer service and ensuring accurate record-keeping.

  • Key responsibilities include:
  • Managing existing cases and providing continuity for new ones.
  • Recording time spent on cases accurately within our accounting software.
  • Keeping clients informed of matter progress.
  • Uploading correspondence to case management systems.
  • Writing to all asset and liability organisations.
  • Loading communication to case management systems.
  • Ensuring all case management systems are updated for audit purposes.
  • Following the Billing Policy and raising invoices in a timely fashion.
  • Preparation for audits and maintaining accounting software.
  • Taking inbound calls for the probate department and acting accordingly.

Estimated salary range: £25k-£30k DOE (dependent on experience).



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