Estate Administration Specialist
18 hours ago
CPI Selection is seeking an experienced Estate Administration Specialist to join their Private Client department.
As a key member of the team, you will be responsible for handling wills and probate cases from file opening through to completion. The ideal candidate will work accurately and efficiently while maintaining high standards of client care.
Key Responsibilities:
- Prepare and file probate applications with courts and relevant authorities.
- Gather necessary documentation, such as wills, death certificates, and financial statements.
Client Communication:
- Act as a point of contact for clients, beneficiaries, and third parties.
- Address inquiries, request information, and provide updates on case progress.
Documentation and Records Management:
- Draft legal documents, correspondence, and schedules for estate administration.
- Maintain accurate and up-to-date case management records.
Support Solicitors and Legal Team:
- Assist in identifying and valuing estate assets and liabilities.
- Help with the preparation of estate accounts and distribution schedules.
Compliance and Reporting:
- Ensure compliance with legal and regulatory requirements.
- Complete audits of case files to meet internal and external standards.
The salary for this role is estimated to be around £35,000 per annum, plus a standard package including holiday entitlement and work-based pension. Flexible working hours are also available within the firm.
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