Estate Administration Specialist

2 weeks ago


Bristol, Bristol, United Kingdom Kings Court Trust Full time

About the Role

We are seeking an experienced Estate Administration Specialist to join our team at Kings Court Trusts. As a leading estate administration specialist, we help thousands of families receive their inheritance. Our purpose is to help families move on, and we make sure we understand your situation so we know what matters to you.

Key Responsibilities

  • Owning a challenging case load from end to end, delivering the full estate administration process including all technical work
  • Delivering excellent customer service to internal and external stakeholders and clients
  • Working in a non-fee earning approach; putting your technical work and clients at the heart of your cases
  • Supported by estate coordinators (paralegal equivalents) within your team
  • Providing the team and clients with regular estate administration case updates
  • Working towards achievable monthly targets

Requirements

  • Accuracy and attention to detail
  • Ability to use initiative and organise your own case load
  • Working with full end-to-end estate administration
  • Delivering excellent customer service to internal and external stakeholders and clients
  • Enthusiasm for working within legal services
  • Experience working in private client estate administration
  • Experienced in handling estates that are subject to IHT
  • Experienced in drafting legal documents such as Instrument of Variations and Deed of Appropriations

What We Offer

  • 25 days Holiday Entitlement (Increasing annually to 30)
  • Buy or Sell up to 5 days holiday per year
  • Health Cash Plan - Cash back for Dental, optical and other treatments
  • PERKS - Employee discounts across a range of high street products.
  • Quarterly bonus incentive
  • Income protection insurance
  • Life assurance policy
  • Company pension (Matched contribution up to 5%)
  • 12 weeks Enhanced Parental leave policy
  • Cycle to work scheme
  • Employee Assistance Programme
  • Free Office Fruit

About Us

Kings Court Trusts are proud to be the UK's award-winning leading estate administration specialists. Our purpose is to help families move on, and we make sure we understand your situation so we know what matters to you.



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