Estate Administration Specialist

2 days ago


Southport, Sefton, United Kingdom Kamro Ltd Full time
Key Responsibilities:

Draft and review wills, providing tailored estate planning advice to clients.

Manage a varied caseload of probate and private client matters with minimal supervision.

Offer expertise on Lasting Powers of Attorney (LPAs), trusts, and estate administration to ensure comprehensive service delivery.

Collaborate with other departments on probate-related conveyancing matters to provide seamless support.

Generate and manage documentation and correspondence independently, leveraging strong organisational skills.

Network to generate new work and build strong relationships with clients.

About the Role:

This full-time position offers a dynamic work environment where you'll thrive in supporting individuals and families through life's transitions.

With roots stretching back to the 1870s, our client is a well-established law firm in Southport, renowned for their approachable yet professional ethos.

You'll be at the heart of delivering exceptional client care across a range of disciplines, contributing to their modern, innovative practice.

Requirements:

A minimum of 3 years post-qualified experience as an Estate Administration Specialist.

Excellent communication and interpersonal skills to work effectively with clients and colleagues.

Confidence in managing caseloads with minimal supervision.

Strong organisational skills and ability to handle varied tasks efficiently.

Proficiency in Microsoft Word and familiarity with legal software.

A proactive approach to networking and business development.



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