Will & Estate Planning Administrator
2 weeks ago
**Location**: Leicester, Remote working from home
**Salary**: £18,500 - £22,000K PA
**Hours**: 9am - 6:00pm, Monday to Friday
**The Company**
A Will & Estate Planning Company, excellent reputation made possible by their knowledgeable and passionate people. This company strives to deliver the best results for their clients. It is their goal to make their employees feel great working for them, they work hard to cultivate a culture that means people stay with them for many years.
Specialise in Will Writing, Lasting Power of Attorneys, Trusts, Land Registry. Funeral Plans and Estate Planning.
**Benefits**:
- 20 days holiday and Bank Holidays (rising to 25 in line with service)
- Coaching, training and support to enable personal development
- Pension Scheme
- Easy going team environment.
**Key Duties**:
- Opening and closing and archiving client files.
- Ensuring documents and e-filing are stored correctly.
- Handling enquiries
- Drafting and taking instructions on a variety of Wills and associated estate planning documents
- Draft correspondence and documents ensuing they are accurate and meet our customer's requirements
- To prepare mail and enclosures for dispatch and to be responsible for ensuring that all outgoing post is correctly addressed and delivered to reception in time for dispatch.
- Answer incoming calls / Good telephone manner
**Roles & Responsibilities**
- Drafting and taking instructions on a variety of Wills and associated estate planning documents
- managing incoming cases
- Communicate with clients over the phone, progressing each case through to completion, ensuring all documentation is legally accurate and professionally written
- Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met.
- Previous experience of working within a legal environment, however if you have good experience of working within a busy PA/secretarial role and have a genuine interest in working within the legal sector, we would very much like to hear from you.
- Ability to prioritise your own workload, work closely to deadlines, exceptionally organised and pro-active and flexible 'can-do' attitude.
- Proficient with Microsoft packages, including Excel and PowerPoint and be comfortable with learning new databases and other software packages.
**Job Types**: Full-time, Permanent
**Salary**: £18,500.00-£22,000.00 per year
Additional pay:
- Performance bonus
Schedule:
- 8 hour shift
Work remotely:
- Yes
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