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Probate Case Handler
3 months ago
In-house Legal Opportunity
We are working with a subsidiary of a large holding company who look to find a case handler to manage the wills and estates of their high-net-worth investors
The Applicant
- Law Degree (preferred)
- 3 years' experience of estates and trust administration (mandatory)
- Ability to handle diverse caseload (mandatory)
- Experience managing own caseload (mandatory)
- Strong understanding of probate processes (mandatory)
Responsibilities
● Proficiently and efficiently manage your own probate caseload from case opening to
closing, ensuring adherence to deadlines, legal and regulatory requirements.
● Serve as the primary point of contact for clients throughout the probate process,
providing regular updates and addressing any concerns or enquiries with
professionalism and empathy.
● Contribute to the expansion and refinement of existing processes to facilitate scalable
operations, including the development of templates, precedents, and training resources.
● To undertake ad-hoc projects as required by management from time to time.
If you are interested, please apply or contact me via harryround@taylorroot.com.