Estate Planning Coordinator
2 weeks ago
- Salary: $27,500 - $32,000 per annum, depending on experience and qualifications.
- Location: Fully remote working opportunity.
Job Description:
The primary responsibility of the Probate Case Administrator will be to accurately record all time within our accounting software, reporting any 'write offs' accurately.
Additionally, you will be responsible for writing out to all assets and liability organisations in a timely and efficient manner.
You must always adhere to the Billing Policy and ensure that data protection laws are being adhered to in relation to storage of data.
Any data breaches must be reported to management in accordance with the GDPR Policy.
It is also essential to maintain accounting software in preparation for audit and research cases and legal information.
Confidence and ability to manage a caseload autonomously with minimal supervision are crucial skills for this role.
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Estate Transfer Coordinator
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Estate Planning Solicitor
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Probate and Estate Planning Specialist
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Estate Planning Solicitor
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