Countrywide Tax and Trust Corporation

Administrator (Probate Team) at Countrywide… · Leamingto…

Mid LevelOn-siteFull-timeLeamington Spa25000 GBP–25000 GBP/yr

Job Description

Summary of Key Responsibilities and Role

Within this role you will work with a growing and busy team of administrators responsible for all probate matters.

You will work closely with members of your own team and various other departments.

You will make effective use of case management systems and ensure efficient use of time and resources.

Principal Responsibilities

Preparing initial client engagement paperwork.
Dealing with third parties such as banks and financial institutions to obtain date of death valuations via written correspondence/telephone calls as required.
Liaising with our advisors, clients or third party organisations by telephone and email.
Liaising with lay executors (such as family members) and other professional partners where applicable (in the main this could be solicitors and accountants).
Assisting with the sale and purchase of probate properties, closure of bank accounts and investments once the grant is obtained.
Dealing with incoming post.
Assisting with the collection of estate monies.
Maintaining probate estate accounts.
Maintaining electronic internal systems for case management purposes.

Key Knowledge & Required Skills

Company Benefits

Job Types: Full-time, Permanent

Pay: £25,000.00 per year

Benefits:

Application question(s):

Work Location: In person