Estate Administration Assistant

2 days ago

Exeter, United Kingdom Equiniti Full time

Management Level

I

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

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

What We Offer

Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

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