Estate Administration Specialist

1 month ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Adkins & Cheurfi Recruitment Full time

Estate Administration Specialist

We are seeking an experienced Estate Administration Specialist to join our busy Probate Team in Newcastle Upon Tyne.

Main Responsibilities:
  • Attend client meetings, complete file notes, file opening, initial client compliance checks, preparation of client care letters and draft wills, completion of Lasting Powers of Attorney and general administration tasks.
  • Administer probate work - coordinate collection of assets/identify liabilities, prepare oaths and applications for grants.
  • Handle client enquiries in person and by telephone/email, make appointments, update clients and coordinate fee earner's diary, costs updates and deal with aged debts.
  • Maintain regular communication with clients, providing progress updates and cost information.
  • Exhibit high standards of client care in a professional and pleasant manner.
  • Promote confidentiality and security of all documentation and information.
Benefits:
  • 28 days holiday (excluding Bank Holidays)
  • Pension Scheme
  • Sickness Pay (up to 20 days)
  • Employee discounts for legal services
  • Free Wills and Residential Conveyancing for staff
  • Social events for employees to include Christmas and Summer parties
  • Contributory Health Scheme


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