Estate Administration Assistant
1 week ago
The Estates Administration Service is a highly successful business unit within Equiniti with substantial opportunity for growth. With expertise and specialist knowledge, it provides a comprehensive, personal and professional service in all aspects of an estate of a deceased person.
We currently have 10 teams across offices in Exeter and Birmingham with around 41 colleagues administering the terms of a Will or rules of Intestacy, including obtaining the Grant and to include taxation and other legislative aspects. Due to expansion, further roles across the teams are being created.
**Role Summary**
The role is that of support within the Estate Administration process, where we administer the terms of a deceased’s Will or Intestacy. This involves banking, clerical, post and other duties to assist the Estate Case officers. Training and coaching will be given to progress and develop Estate Administration skills and knowledge. This is an opportunity to work within this area of Law.
**Core **Duties/Responsibilities**
- Banking administration including payments
- Post, triage, filing
- Data input and Case set up
- Some Estate Administration tasks (with training)
- Completion of HMRC forms (with training)
**Skills, Capabilities and Attributes**
- A strong team player and quick learner
- Good knowledge of Microsoft and IT skills
- Positive and enthusiastic
- Attention to detail
- Good time management and organized
LI-DNI
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